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• IRA Beneficiary Form | Charles Schwab

  This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account.

• Socially Responsible Investing (SRI) | Charles Schwab

  What is socially responsible investing? Learn more about the investment approach that allows investors to align their investments with values & performance.

• Schwab Futures and Forex daily Forex obligation July 2025 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Alternative Investments | Charles Schwab

  Learn more about the types of alternative investments available through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks.

• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• Annuities: Saving for Retirement Income | Charles Schwab

  Saving for retirement? Choose from a Schwab variable annuity, fixed annuity, or income annuity for potential guaranteed lifetime income.

• Request an IRA Distribution | Charles Schwab

  Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.

• What's Your Risk Capacity? | Charles Schwab

  It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.

• What Does the Federal Reserve Do? | Charles Schwab

  The Federal Reserve, or the Fed, is an important and influential part of the U.S. economy, and its role is explained further in this video.

• How to apply for margin borrowing | Charles Schwab

  Learn how to submit a margin funds application to trade with margin funds on Schwab.com