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• 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.

• How to transfer an account to Schwab | Charles Schwab

  Learn to transfer an account to Schwab in just three simple steps. Transfer your stocks, mutual funds and more.

• Roth vs. Traditional IRA Calculator | Charles Schwab

  Use our Roth vs. Traditional IRA Calculator to see which retirement account is right for you and how much you can contribute annually.

• 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.

• Short Selling: Can You Profit from Falling Stocks? | Charles Schwab

  Watch to learn how short selling, or shorting, a stock allows investors to sell a stock high, buy it low, and pocket the difference.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.

• Personal Trust Services & Management | Charles Schwab

  Charles Schwab Trust Company is committed to providing dedicated, ongoing personal trust management and administration that upholds your wishes for the future.

• Wealth Management Services | Schwab Private Client Services | Charles Schwab

  With Schwab Private Client Services, you benefit from access to a wide range of wealth management specialists, a dedicated financial consultant, and more.

• College Savings Plans | Charles Schwab

  Compare different accounts specifically designed to help you save for college, and understand the tax advantages of each college savings plan.

• Restricted Stock Services | Charles Schwab

  Explore how Charles Schwab is uniquely positioned to offer our restricted stock clients a wide variety of service options and benefits.