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• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• Alex West | Financial Consultant in CA | Charles Schwab

  Alex West is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• Calculate Your RMD - RMD Calculator| Charles Schwab | Charles Schwab

  Use our RMD calculator to find out the required minimum distribution for your IRA. Plus review your projected RMDs over 10 years and over your lifetime.

• How Are Options Taxed? | Charles Schwab

  If you're new to options trading, you may be wondering how those trades are taxed. Here's a rundown of some potential tax pitfalls with options strategies.

• How to Pay Off Student Loans | Charles Schwab

  Wondering how to pay off student loans? Here are some tips to consider that can potentially help you reduce or eliminate your student loan debt.

• How to Start a Scholarship Fund | Charles Schwab

  Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.

• 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).

• What is Disability Insurance and How Does It Work? | Charles Schwab

  Disability insurance can help protect your income and peace of mind. Learn how short-term and long-term disability insurance works, how to get them, and more.

• Rubi Lopez | Financial Consultant in CA | Charles Schwab

  Rubi Lopez is a Financial Consultant at Charles Schwab serving Woodland Hills, CA. Request an appointment or contact us today to speak with a financial consultant.

• Portfolio Margin vs. Regulation T Margin | Charles Schwab

  Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin.