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• Schwab 529 Education Savings Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Schwab 529 Plan Account by check or rollover.

• Investing Principles | Charles Schwab

  The fundamentals you need for investing success. Schwab can help you create or update your financial plan using these investing basics.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

• What Should You Do If You or Someone You Love Becomes Disabled? | Charles Schwab

  If you or a family member has a disability, what dedicated tools and financial safeguards are available?

• Managing Cash-Secured Puts | Charles Schwab

  Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.

• Bull vs. Bear Markets: What Investors Should Know | Charles Schwab

  Learn how to identify market phases and how, as an investor, you should consider trading in bull markets versus bear markets.

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.