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• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• Retirement Calculator | Your Retirement Savings | Charles Schwab

  Are you saving enough money for retirement? Use our retirement savings calculator to help find out how much money you need to save for retirement.

• How to sell a bond | Charles Schwab

• Schwab SEP IRA | Charles Schwab

  Learn how you could make the most out of your retirement savings with your SEP IRA.

• ESA Distribution Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account.

• Why Buy a Mutual Fund | Charles Schwab

  Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.

• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.

• Trustee and Custodial Agreement | Charles Schwab

• Schwab Stock Slices®—Give the Gift of Ownership | Charles Schwab

  Teach someone you care about the power of investing. With Schwab Stock Slices®, you can use the funds you deposited into their custodial account to purchase fractional shares for them.

• College Planning | Charles Schwab

  See why you should prioritize saving for college after saving for retirement, and why starting to save early is important.