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• Custodial Account Transfer Worksheet | Charles Schwab

  You and your beneficiary can use this worksheet as you go through the custodial account conversion process.

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• Roth IRA Contributions: 4 Things You Need to Know | Charles Schwab

  Once you understand what a Roth IRA is, it's time to dig into how contributions work. Learn how specific rules and limitations could affect you and your money.

• thinkorswim Guest Pass | Charles Schwab

  Try thinkorswim for 30 days with a Guest Pass. No Schwab account required.

• Can Small Caps Bounce Back? | Charles Schwab

  Small-cap stocks tend to offer greater growth potential than large-cap stocks. Discover how interest rates, inflation, and investor sentiment affect small caps.

• Do You Have Enough for Retirement? | Charles Schwab

  Many retirees risk outliving their retirement savings. Learn how to plan for your retirement income needs to ensure you won't outlive your savings.

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.

• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.

• How to Pick an Administrator for Your Estate | Charles Schwab

  With the key pieces of your estate plan in place, the next step is choosing the right party to carry out your wishes.

• Reduce Emotional Trading with Robo-Advisors | Charles Schwab

  Trading with your emotions during times of market volatility? Explore whether a robo-advisor may be able to help.