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• Micro Futures | Charles Schwab Futures and Forex

  With a lower cost of entry and lower margin requirements, micro futures and micro E-mini futures could be an efficient way to diversify your portfolio.

• Micro E-Mini Futures Contracts | Charles Schwab

  This video explains the basics of Micro E-mini futures contracts for U.S. stock market indexes.

• Charting Seasonality in thinkorswim® desktop | Charles Schwab

  Identifying market or stock patterns can help inform trades. Learn how traders can use seasonality charts with thinkorswim® desktop.

• Avoiding the Three-Year Rule When Using an ILIT | Charles Schwab

  Gifting life insurance to an irrevocable life insurance trust (ILIT) could trigger the IRS's three-year rule—and taxes. Learn how to avoid an IRS clawback.

• What are Employee Stock Purchase Plans (ESPPs)? | Charles Schwab

  Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

• Three Ways to Get Out of Debt | Charles Schwab

  Trying to get out of debt can feel overwhelming, but it is possible. Learn three potential strategies you can use to pay off debt.

• SEP Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SEP-IRA.

• IPO & DPO Stocks: Types of New Issue Stocks | Charles Schwab

  What is an IPO? What is a direct public offering? Get answers about IPO stocks and direct listings with Schwab’s trading expertise.

• SIMPLE IRA Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SIMPLE IRA Plan.

• Schwab 529 College Savings Plan Change of Investment Form | Charles Schwab

  You can change your existing investment selection or change your future allocations by completing this form, by telephone at 888-903-3863, or online at schwab.com.