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• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Should You Start Giving Money to Your Heirs Now or Leave a Bequest? | Charles Schwab

  Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

• Dottie Pepper: LPGA Legend & CBS Announcer | Charles Schwab

  Lead walking reporter for CBS Golf and former pro Dottie Pepper discusses her path to the LPGA and beyond.

• Charles Schwab, Logica Research

• Real Estate Investment Trusts (REITs) | Charles Schwab

  What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types.

• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• How to Trade Futures | Charles Schwab Futures and Forex

  View the basic steps of how to trade futures, including how to place and manage thinkorswim futures trades.

• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.