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• Small Business Retirement Contribution Calculator | Charles Schwab

  Use Schwab's calculator to compare the potential contributions that self-employed individuals can make to small business retirement plans, including Individual 401(k), SIMPLE, and SEP plans.

• Investor Information for ETFs | Charles Schwab

  Interested in an ETF investment? Our investor information includes helpful resources such as prospectuses, fund performance, and portfolio holdings for each Schwab ETF.

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning.

• The Temptation of Now: With Guests Richard Thaler & Angela Duckworth | Charles Schwab

  Why is it so tempting to make short-sighted decisions? And what we can do to exert more self-control?

• Understanding Forex Margin | Charles Schwab

  What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.

• If Only ...: With Guests Stirling Hart & Colin Camerer | Charles Schwab

  You wouldn't be human if you didn't have at least some regrets. The trick is knowing when (and how) to let things go—and when to use regret productively.

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.

• Inherited IRA Application for a Trust Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for a trust beneficiary.

• How to use auto-rollover when investing in Fixed Income | Charles Schwab

  Automatically reinvest the principal on your maturing CDs and U.S. Treasury securities in just a few clicks.Explore Fixed Income

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.Read PDF: Go Paperless