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• Schwab Futures and Forex daily Forex obligation February 2025 | Charles Schwab

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• Irrevocable Stock or Bond Power Form (for unsigned certificates) | Charles Schwab

  In order to process your transaction, please complete and sign this form to transfer your certificate(s) to Schwab for deposit into your Schwab account.

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Schwab Bank Investor Savings Living Trust Account Application | Charles Schwab

  Use this form to open a Schwab Bank Investor Savings Living Trust account or reregister an existing Schwab Bank Investor Savings account to a Investor Savings Living Trust account.

• Introduction to thinkorswim® Web | Charles Schwab

  In this tutorial, we'll take a tour of the thinkorswim® web platform and show you how to get started.

• How Should Investors Respond to Higher Inflation? | Charles Schwab

  We're all worried about the effects of inflation on our long-term portfolios. Here's what to do about it.

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.