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• Learning Quest 529 Plan Withdrawal Request Form | Charles Schwab

  Complete this form to request a full or partial withdrawal from your Learning Quest 529 Plan Account.

• (Bonus) Do Super Bowl Wins Diminish in Value? | Charles Schwab

  In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Will the United States Dollar Be Dethroned? | Charles Schwab

  Curious how the United States dollar is doing? Despite the trend toward currency diversification in global trade, we don't see the U.S. dollar losing dominance.

• How to automatically invest in mutual funds | Charles Schwab

  Discover how to automatically invest in mutual funds with Schwab to make recurring investments quick and easy.

• Is a Private Family Foundation Right for You? | Charles Schwab

  A private family foundation can help further philanthropic goals. Find out how to start a private foundation or if you should consider a donor-advised fund.

• Sequence of Returns Risk | Charles Schwab

  Be wary of the sequence-of-returns risk if you are nearing retirement age. Learn more about how timing can play a critical role in your retirement savings.

• Roth IRA Conversion Form and Account Application | Charles Schwab

  A Roth conversion refers to the movement of assets from a Traditional (Contributory, Rollover, SEP-IRA or SIMPLE IRA) to a Roth IRA.

• Understanding analyst stock ratings | Charles Schwab

  Buy, sell, hold, and stock ratings from Wall Street analysts can help people evaluate stocks. Learn what they mean and how to use them.

• Wondering Where to Stash Your Cash? Start Here. | Charles Schwab

  There are lots of places to stash your cash, but it's not one-size-fits-all. It pays to choose carefully.