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• Schwab Custodial IRA Account Application | Charles Schwab

  By signing this Application, you hereby adopt the Individual Retirement Plan that names Charles Schwab & Co., Inc. as Custodian of this Account, as further explained in the Charles Schwab & Co., Inc. Individual...

• 6 Key Roles to Include in an Estate Plan | Charles Schwab

  Naming people you trust to fill important roles, including executor and power of attorney, is essential to an estate plan. Learn whom to include and why....

• Using Bookmap on thinkorswim | Charles Schwab

  Bookmap is an application available on thinkorswim that offers insight into real-time data. Learn how traders can use it to see supply, demand, and volume....

• Alternative Investments | Charles Schwab

  through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks....

• Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab

  Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes....

• Credit Card FAQs | Charles Schwab

  Get answers to frequently asked questions about Charles Schwab Cards from American Express.

• Investing in Rental Properties | Charles Schwab

  Real estate rentals can be a source of income. But there's more to being a landlord than meets the eye. Keep reading for best practices and common pitfalls....

• Exchange-Traded Notes: The Facts and the Risks | Charles Schwab

  doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of....

• Some Assembly Preferred: With Guests Mike Norton & Michael Ojo | Charles Schwab

  There is a real sense of satisfaction that comes with building something yourself. But can that lead to us overvaluing what we create?...

• Cryptocurrencies and Taxes: What You Should Know | Charles Schwab

  Virtual currencies can result in real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return....