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• Why You Need an Estate Plan | Charles Schwab

  If we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. That’s why answering questions now—and formalizing them in an estate plan—is an important step that shouldn’t wait.

• Small Business Retirement Contribution Calculator | Charles Schwab

  Use Schwab's calculator to compare the potential contributions that self-employed individuals can make to small business retirement plans, including Individual 401(k), SIMPLE, and SEP plans.

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.

• Company Retirement Account | Charles Schwab

  A Schwab Company Retirement Account lets you tap into Schwab's retirement planning tools and resources. Learn more about company retirement plans with Schwab.

• Commodity ETFs | Charles Schwab

  What are commodity exchange-traded funds (ETFs)? What are the benefits and risks of including them in your financial portfolio?

• Traditional IRA Withdrawal Rules | Charles Schwab

  Traditional IRA withdrawals may come with additional fees or penalties depending on your age. Learn more about traditional IRA withdrawal rules.

• Schwab Estate Account Application | Charles Schwab

  A Schwab One Estate Account may be opened only if the estate is currently being probated under court supervision and a final decree of distribution has not been entered.

• How to place a walk limit order | Charles Schwab

  Place a walk limit order on Schwab.com to control your price limit over time on your options trades.

• Income Annuity Estimator: Calculate Your Payout | Charles Schwab

  Income annuities can provide the confidence that you will have guaranteed retirement income for life or a set period of time*.

• Inherited IRA Application for a Trust Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for a trust beneficiary.