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• How to Maximize Travel Points | Charles Schwab

  The Points Guy shares tips for making the most of your travel perks.

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S.

• What Is an Options Spread Trade? | Charles Schwab

  Curious what an options spread trade is? Discover the basics, benefits, and risks of an options spread trade and ways to put on a spread trade.

• SEP-IRA Employer's Agreement With Schwab | Charles Schwab

  Read, complete, sign and return this form with your Adoption Agreement (or IRS Form 5305-SEP). Keep a copy for your files.

• 4 Ways to Trade Currency Pairs | Charles Schwab

  Learn the basics of currency trading and four common strategies that look to take advantage of different market conditions or potential trends.

• Creating One-Cancels-Other Orders on thinkorswim® | Charles Schwab

  Learn how to create a one-cancels-other or OCO order on thinkorswim®.

• How to Use Advanced Stock Order Types | Charles Schwab

  Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.

• A rewarding retirement plan for your small business? | Charles Schwab

  Aside from the thrill of answering only to yourself, running your own small business can offer some very real perks. Perhaps the most significant is that you can set up a small business retirement plan.

• Products | Charles Schwab

  Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.

• Home Lending: Refinancing, Cash-Out Refi & HELOC | Charles Schwab

  Home lending options can open up new financial opportunities, including money for home improvements. Learn about refinancing, cash-out refis, HELOCs, and more.