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• How to add a trusted contact or a beneficiary | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• How to use Stock Screener to find stocks | Charles Schwab

  The Schwab Difference Why Choose

• What Are Money Market Funds, and How Do They Work? | Charles Schwab

  Money market funds typically invest in higher-yield, short-term debt securities. Learn how they work, their pros and cons, and if they make sense for you.

• Open a Schwab IRA | Charles Schwab

  Open online or use this form to open an IRA, a SEP-IRA, or a SIMPLE IRA.

• Grow Tax-Free Savings with Roth Conversions | Charles Schwab

  Converting a portion of your retirement savings into Roth assets can give you a flexible source of income and potentially help lower taxes over time.

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• Charles Schwab Futures and Forex LLC Disclosures | Charles Schwab

  The Schwab Difference Why Choose

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• 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.

• Robo-Advisors: An Intelligent Way to Invest | Charles Schwab

  Learn more about building a diversified investment portfolio—and how a robo-advisor can help.