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• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• Schwab 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  Complete this form to start or change the allocation of your Payroll Deduction instructions on your existing Schwab 529 Plan Account(s).

• Finding the Right Plan for Retirement | Charles Schwab

  Planning for retirement is an overlooked but important activity. Learn more about retirement planning.

• Why International and Why Now | Charles Schwab

  The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.

• Understanding Forex Margin | Charles Schwab

  What is leverage in the forex market? It’s the ability to buy and sell foreign currencies while putting up only a fraction—3% to 5%—of the notional amount. Leverage, or forex margin, offers potential opportunity, but it’s also quite risky.

• 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.

• Rollover 401k to IRA | Merge Retirement Accounts | Charles Schwab

  Discover your 401k Rollover Options: transferring, tax advantages, fees, and more. Learn how to roll over your old 401k into an IRA to maximize your benefits.

• Registered Index-Linked Annuities | Charles Schwab

  A Schwab registered index-linked annuity with no annual fees gives you the opportunity for equity-like earnings while offering a level of protection in market downturns.

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

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

• Reassessing Your Investment Risk Tolerance | Charles Schwab

  How much risk can you really handle? Answer these three questions to help you determine your risk tolerance so you can react wisely during market volatility.