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• Trading Brilliantly at Schwab | Charles Schwab

  Pattern recognition and stress management are big components of trading. James Kostulias, Schwab's head of trading services, weighs in on areas traders may focus on.

• Coding Custom Indicators on thinkorswim® | Charles Schwab

  thinkorswim® offers a way for traders to code their own customized indicators to their specifications so they can make informed trading decisions.

• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Qualified Retirement Plan (QRP) Distribution Request Form | Charles Schwab

  Please carefully read the QRP Distribution Notice included with this form, which contains important information about your distribution.

• Company Retirement Account Participant Application | Charles Schwab

  Use this form to establish separate brokerage accounts for each participant in your retirement plan.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

• ERISA 408(b)(2) Fee Disclosure Report | Charles Schwab

  The Employee Retirement Income Security Act of 1974 (ERISA), as amended, requires employee benefit plan fiduciaries to act solely in the interests of, and for the exclusive benefit of, plan participants and beneficiaries.

• Retirement Solutions Hub | Charles Schwab | Charles Schwab

  Understanding how much to save for retirement and how to make your savings last can be complicated. We believe planning for retirement should be simple. Find out how our products, services, tools, and insights can help you get the retirement you want.

• What is a Robo-Advisor: Debunking Myths | Charles Schwab

  What is a robo-advisor, and how do they work? Learn the truth behind robo-advisors—the modern method of automating your investing and debunk robo-advisor myths.