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• Roth IRA Conversion Form and Account Application | Charles Schwab

  A Roth conversion refers to the movement of assets from a Traditional (Contributory, Rollover, SEP-IRA or SIMPLE IRA) to a Roth IRA.

• Theta Decay in Options Trading | Charles Schwab

  What does theta decay in options trading mean? Learn about theta's role in options trades and three trading strategies that target time decay.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.

• Schwab Personal Defined Benefit Plan Funding Proposal Worksheet | Charles Schwab

  To receive a complimentary funding proposal for your Schwab Personal Defined Benefit (DB) Plan, please provide the following information.

• What are Inherited and Custodial IRAs? | Charles Schwab

  If you're an IRA beneficiary, you have options for what to do with the account. Learn more about inherited and custodial IRAs. Talk to a financial advisor today.

• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.

• Restricted Stock Services | Charles Schwab

  Explore how Charles Schwab is uniquely positioned to offer our restricted stock clients a wide variety of service options and benefits.

• When Can You Withdraw From Your 401(k)? A Guide | Charles Schwab

  When can you withdraw from your 401(k)? If you're considering withdrawing funds early, remember the rule of 55. Find out how it works and what you need to know.

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

• Barbell, Bullet, and Bond Ladder Strategy | Charles Schwab

  Choosing between a bullet, a barbell, and a bond ladder strategy depends on your goals and timeframe. Discover which investment strategy best fits your needs.