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• Student Debt: Is College Worth It? | Charles Schwab

  The cost of college is on the rise. Is student loan debt worth it?

• Schwab One® Custodial Beneficiary Conversion Account Application | Charles Schwab

  Use this form to convert a Schwab brokerage account with Custodial (UGMA or UTMA) registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends according to your state law.

• Avoiding the Three-Year Rule When Using an ILIT | Charles Schwab

  Gifting life insurance to an irrevocable life insurance trust (ILIT) could trigger the IRS's three-year rule—and taxes. Learn how to avoid an IRS clawback.

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

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

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

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

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• Alex West | Financial Consultant in CA | Charles Schwab

  Alex West is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• Calculate Your RMD - RMD Calculator| Charles Schwab | Charles Schwab

  Use our RMD calculator to find out the required minimum distribution for your IRA. Plus review your projected RMDs over 10 years and over your lifetime.

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• How Are Options Taxed? | Charles Schwab

  If you're new to options trading, you may be wondering how those trades are taxed. Here's a rundown of some potential tax pitfalls with options strategies.