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• Roth IRA: What is a Roth IRA? | Charles Schwab

  Learn what a Roth IRA account is and how to open a Roth IRA with Schwab to take advantage of tax-free growth potential for earnings and contributions.

• How a Dividend Reinvestment Plan Works | Charles Schwab

  A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.

• Schwab Futures and Forex daily segregated requirements July 2025 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• IRA/ESA Divorce Transfer Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a transfer of interest from one IRA or ESA account to a spouse’s or an ex-spouse’s IRA or ESA account as a result of a divorce decree or separation instrument.

• College Savings Account | Education & Custodial | Charles Schwab

  Opening a college savings account can be a smart way to establish a college fund for a family member, a friend, or even yourself.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• Taxable Income | Schwab

  Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.

• Traditional IRA Contribution Limits for 2024 - 2025 | Charles Schwab

  See Traditional IRA contribution limits for tax years 2024 and 2025. Contributions limits vary per filer; find out how much of your IRA contribution may be tax-deductible.