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• Stop Wasting Time Rebuilding Charts on thinkorswim | Charles Schwab

  You don't have to rebuild a new chart every time you want to switch indicators. With one click you can see a different set of indicators and time frames.

• How to Write a Legacy Love Letter | Charles Schwab

  Crafting a legacy letter to your loved with your estate-planning information and rationale for your choices can help ease their burden when you pass.

• Time Travel: Choosing Stock Chart Time Frames | Charles Schwab

  Long-term investors tend to focus on daily stock charts to help with decisions, while active traders often focus on more detailed charts. Why not try both?

• Greek Graphs Tell the Story of Call Strategies | Charles Schwab

  An understanding of the options greeks allows traders to visualize and estimate the potential performance of a call options trade.

• What Should I Do When Interest Rates Fall? | Charles Schwab

  Schwab experts on how investors can respond once interest rates begin to fall.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Sequence of Returns Risk | Charles Schwab

  Be wary of the sequence-of-returns risk if you are nearing retirement age. Learn more about how timing can play a critical role in your retirement savings.

• ERISA 408(b)(2) Fee Disclosure Report | Charles Schwab

  The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries.

• Pledged Asset Line Automatic Payment Authorization Form | Charles Schwab

  In order to establish automatic payments to your Charles Schwab Bank Pledged Asset Line you must call 800-838-6573 or complete, sign, and return this form to Schwab Bank by fax or mail.

• Schwab 529 Education Savings Plan Withdrawal Request Form | Charles Schwab

  Complete this form to request a full or partial withdrawal from your Schwab 529 Plan Account.