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• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• Request an IRA Distribution | Charles Schwab

  Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.

• Investing Basics: Stocks | Charles Schwab

  Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.

• What Does the Federal Reserve Do? | Charles Schwab

  The Federal Reserve, or the Fed, is an important and influential part of the U.S. economy, and its role is explained further in this video.

• Social Security: When to Start Drawing Benefits? | Charles Schwab

  Leverage the Social Security retirement age chart if you are not yet full retirement age to know when you should start drawing benefits.

• How to apply for margin borrowing | Charles Schwab

  Learn how to submit a margin funds application to trade with margin funds on Schwab.com

• Schwab One® Custodial Account | Charles Schwab

  What is a Schwab One® Custodial Account? It is a brokerage account that allows you to make a financial gift to a minor and help teach them about investing.

• Loss of a Loved One - Financial Inventory Checklist | Charles Schwab

  At this time, getting organized can help you feel more in control. Use this checklist to help gather the documents you’ll need to settle your loved one’s affairs.

• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).

• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.