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

  or change the allocation of your Payroll Deduction instructions on your existing Learning Quest 529 Plan Account(s)....

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more....

• How to Plan for Estate Tax Uncertainties | Charles Schwab

  It's important to protect your heirs from estate tax uncertainties. Explore three types of trust that may help guard against future estate tax changes.

• How to Create a Credit Card Debt Exit Plan | Charles Schwab

  Millions of Americans feel trapped by credit card debt. You don't have to be one of them. Here's an exit strategy.

• Stock Plan Basics: Equity Compensation Explained | Charles Schwab

  Stock options, restricted stock, and restricted stock units are different ways companies can reward their employees.

• What Can You Do If Your Retirement Plan Gets Off Track? | Charles Schwab

  Some people start to take unnecessary risks when their portfolio gets off track. What are other options?

• Automatic Investment Plan Application | Charles Schwab

  Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.

• Simplifying Long-Term Care Planning | Charles Schwab

  Confused by long-term care planning? Learn why long-term care is an important part of retirement planning and how to avoid serious financial consequences....

• Open a Checking Account Online | Schwab Bank

  Open an online checking account with Schwab Bank to access competitive APY rates and unlimited ATM fee rebates. Explore the Schwab Bank Investor Checking™ account....

• Estate Planning Basics for Low Interest Rates | Charles Schwab

  Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments....