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• Individual 401(k) Contribution Agreement | Charles Schwab

  All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.

• Backdoor Roth: Is It Right for You? | Charles Schwab

  If your income is too high for a Roth IRA, there's another way in—but it comes with some caveats. Learn more about the backdoor Roth and the tax implications of using one.

• Tax Deductions & Tips | Charles Schwab

  Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.

• What Is Forex Trading and How Does It Work? | Charles Schwab

  Forex trading—foreign exchange trading—is the buying and selling of global currencies. Learn more about the risks, opportunities, and mechanics.

• The Pattern Day Trading Rule Explained | Charles Schwab

  Watch to learn about the pattern day trading rule, what constitutes a day trade, and how to comply with the rule.

• What Is a Bear Market & How to Invest in It | Charles Schwab

  What is a bear market? How should I invest in it? Discover the basics of bear markets, their history, and how investors can approach them.

• What Is an IPO Lockup Period? | Charles Schwab

  When a company goes public, inside investors can be restricted from selling ownership stakes during a "lockup period." Learn how lockup periods work.

• Charles Schwab Bank Deposit Slip | Charles Schwab

  Make a deposit into your Schwab Bank checking or savings account. Just send us your check with the deposit slip below.

• Thematic Investing | Charles Schwab

  With Schwab Investing Themes™, you can discover and invest in trends and new opportunities in over 40 themes built with our proprietary research.

• IPO Investments: What You Need to Know | Charles Schwab

  Thinking about investing in an IPO? Review these IPO basics to find out how IPO investments work and important considerations when investing in IPOs.