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• Schwab Futures and Forex's most current certified annual report | Charles Schwab

• Schwab Futures and Forex daily segregated requirements June 2025 | Charles Schwab

• Protective Indexed Annuity II | Charles Schwab

  Protective Indexed Annuity II can help you create a strategy to protect your assets.

• SEP-IRA Employee Instructions | Charles Schwab

  Your employer has established a Schwab SEP-IRA retirement savings plan to help you meet your retirement goals.  Follow these instructions to open your SEP-IRA account.

• Tips for Inflation Protection | Charles Schwab

  Treasury Inflation-Protected Securities (TIPS) are U.S. Treasury bonds designed to keep up with the rate of inflation.

• How to Buy Funds on Schwab.com | Charles Schwab

  Before building your first investing portfolio, learn how to buy funds and calculate how much to invest.

• Sector ETFs | Charles Schwab

  Are you new to sector ETFs or want to learn which sectors you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style.

• Market Snapshot | June 2025 | Charles Schwab

  Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

• Market Capitalization Comparison | Charles Schwab

  Non-US equities make up more than 50% of major economies' market capitalization.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.