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• Schwab 529 College Savings Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Schwab 529 Plan Account....

• How to Plan Ahead for Taxes in Retirement | Charles Schwab

  Selecting tax-smart accounts may help your retirement savings last longer. Learn about tax-deferred accounts, Roth accounts, taxable accounts, and HSAs.

• Learning Quest 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  or change the allocation of your Payroll Deduction instructions on your existing Learning Quest 529 Plan Account(s)....

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• How to Plan for Estate Tax Uncertainties | Charles Schwab

  It's important to protect your heirs from estate tax uncertainties. Explore three types of trust that may help guard against future estate tax changes.

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more....

• Schwab Trading Activity Index™ (STAX) | Charles Schwab

  Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide....

• How to Create a Credit Card Debt Exit Plan | Charles Schwab

  Millions of Americans feel trapped by credit card debt. You don't have to be one of them. Here's an exit strategy.

• Stock Plan Basics: Equity Compensation Explained | Charles Schwab

  Stock options, restricted stock, and restricted stock units are different ways companies can reward their employees.

• Automatic Investment Plan Application | Charles Schwab

  Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.