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• Request a Recharacterization or Remove an Excess IRA Contribution General Information and Instructions | Charles Schwab

  Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.

• Protective Life SecurePay SE Benefits Guide | Charles Schwab

  Protective Life offers SecurePay SE, an optional indexed annuity withdrawal benefit providing enhanced growth opportunities along with protected lifetime income.

•  Answers to Common Questions About Futures | Charles Schwab

  Learn about the basics of futures contract specifications, including notional value and tick size.

• What are Inherited and Custodial IRAs? | Charles Schwab

  If you're an IRA beneficiary, you have options for what to do with the account. Learn more about inherited and custodial IRAs. Talk to a financial advisor today.

• 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.

• Schwab Stock Slices®—Give the Gift of Ownership | Charles Schwab

  Teach someone you care about the power of investing. With Schwab Stock Slices®, you can use the funds you deposited into their custodial account to purchase fractional shares for them.

• Move Assets from My Schwab Brokerage Account | Charles Schwab

  Please use this form to move (or transfer) cash and/or assets from your Schwab brokerage account to another Schwab brokerage account(s).

• Schwab Brokerage Account Markets and Pricing | Charles Schwab

  Schwab brokerage accounts allow online trading of internationally invested exchange-traded funds (ETFs), American Depositary Receipts (ADRs), and foreign stocks in the over-the-counter market.

• What is a Short Squeeze in Stocks? | Charles Schwab

  A short squeeze can potentially be worth trading, but only if you exercise great care. Learn what a short squeeze is and why they happen.

• Trading Futures vs. Stocks | Charles Schwab

  Stocks and futures both trade on exchanges, but that's where the similarities end. Futures contracts expire on a set date and can be traded using much more leverage.