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• Risk Disclosure Statement for Forex | Charles Schwab

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

• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.

• How to apply for margin borrowing | Charles Schwab

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

• Debt Management | Charles Schwab

  Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• Performance Stock | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.

• Charles Schwab Bank & Lending Products | Charles Schwab

  Explore banking products and offerings from Schwab Bank, including our checking account with no ATM fees worldwide.