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• Traditional and Roth IRAs | Charles Schwab

  Learn the differences between traditional and Roth IRAs and how each type can help grow your retirement savings.

• Market Snapshot | July 2025 | Charles Schwab

  Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

• 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.

• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• How to apply for margin borrowing | Charles Schwab

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

• 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.

• Dividend Basics | Charles Schwab

  Take a quick dive into the basics of dividends including how they work, when they're paid, and why companies share profits with stockholders.

• Why Diversification Matters | Charles Schwab

  Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.

• How to Buy Funds on Schwab.com | Charles Schwab

  Before building your first investing portfolio, learn how to buy funds and calculate how much to invest.

• 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.