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• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Watch Out for Wash Sales | Charles Schwab

  Understanding wash-sale rules could help you avoid a costly mistake.

• Index & Investment Term Definitions | Charles Schwab

• It's Hard to Be Humble | Charles Schwab

  We can't all be above average. So why, in certain situations, do we think we're so special?

• thinkorswim mobile | Charles Schwab

  Get the power of thinkorswim desktop in the palm of your hand with thinkorswim mobile. It’s a one-stop trading app that’s optimized specifically for mobile.

• Alts: Hedge Funds, Private Equity, and More | Charles Schwab

  Alternative investments such as hedge funds and private capital can give qualified investors access to strategies beyond those available in public markets.