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• Long Call vs. Bull Call Spread | Charles Schwab

  With so many bullish options strategies to choose from, how might a trader know which is right for their next trade? We'll compare two bullish options strategies in order to assist the prospective trader with the decision-making process.

• When Interest Rates Rise, What Should You Do with Bonds? | Charles Schwab

  Bonds can play an important role in your portfolio, but how do rising interest rates affect fixed income?

• SIMPLE IRA Participant Notice and Summary Description | Charles Schwab

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

• Schwab Designated Beneficiary Plan Distribution Authorization Form | Charles Schwab

  Use this form to notify Schwab of the death of the last surviving Designated Beneficiary Plan account holder and to instruct Schwab (and Schwab Bank, if applicable) on how to distribute the decedent’s total assets.

• Schwab 529 College Savings Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• The Golden Misfits: With Guests Gary Lawless & Erika Kirgios | Charles Schwab

  Grouping choices together so that you make a bunch of selections all at once can seem daunting, but it can help you reach your goals faster.

• Schwab Individual 401(k) Plan Adoption Agreement | Charles Schwab

  These instructions are designed to help you, the Adopting Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement for the Schwab Individual 401(k) Plan.

• How to use Fund Finder | Charles Schwab

  Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.

• Schwab 529 College Savings Plan Incoming Rollover Form | Charles Schwab

  Complete this form to initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Schwab 529 Plan.