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How to Invest in REITs | Charles Schwab
A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs.
How to create and manage a portfolio in Portfolio Checkup | Charles Schwab
Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education
Schwab Trading Activity Index™ (STAX) | Charles Schwab
Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide.
Sector Rotation: How the Economy Affects Stocks | Charles Schwab
At certain points of the economic cycle, different sectors outperform. Learn more about how this may help you search for potential investment candidates.
Schwab 529 Plan Agent Authorization Form | Charles Schwab
Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).
Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.
Fixed Income Investments for Retirement | Charles Schwab
A market downturn won't necessarily hurt fixed income holdings the way it hurts an equity portfolio. Learn more about fixed income investments for retirement.
Reduce Emotional Trading with Robo-Advisors | Charles Schwab
Trading with your emotions during times of market volatility? Explore whether a robo-advisor may be able to help.
Inherited IRA RMD Calculator: Optimize Withdrawals | Charles Schwab
Estimate your inherited IRA's required minimum distribution (RMD) with Schwab's inherited IRA RMD calculator. Calculate your inherited IRA's RMD.
Protective Put: Understanding the Strategy | Charles Schwab
Protective puts are one way to hedge stocks against a large price drop. Learn why factors like time decay and volatility should be considered for this strategy.