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• Durable Power of Attorney For New York State Only

  APP114024NY-01

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01

• Schwab Managed Portfolios Asset Allocation | Charles Schwab

  Compare Schwab's asset allocation strategies that are professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds.

• Types of ETFs: Choosing ETFs for Your Portfolio | Charles Schwab | Charles Schwab

  Discover the many types of ETFs and learn which may be suited for your financial needs, goals, and portfolio diversification.

• Schwab Bank Designated Beneficiary Plan Application | Charles Schwab

  Schwab.com 中文登入 Schwab International Schwab Advisor Services™ Schwab Intelligent Portfolios®Overview Government Policy Internationalcountry-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...

• Thematic Investing - Browse our 40+ Themes

  Ready, set, explore our themes. · Caffeinated Drinks · Social Networking · Pet Passion · Workforce Diversity Leaders · Electric Vehicles · Cyber Security

• How to sell a bond before maturity | Charles Schwab

  If you need to sell a bond before it's maturity, you can close your position in a few steps starting from your Positions page.Read PDF: How to sell a bond

• Financial Planning - Are You on Track to Your Goals? | Charles Schwab

  Financial planning can help increase your odds of meeting your investment goals—and Schwab can help you get started at no cost.

• Tax reporting and cost basis facts for stock plans.

  Ordinary income is a factor in determining cost basis when stock plan shares are sold. About the Internal Revenue Code Since tax year 2015 regulations and moving forward, regulators have required brokers...explanation of this Form 1099-B report. This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may...then complete Schedule D with the totals from Form 8949. Form 8949 Department of the Treasury Internal Revenue Service Sales and Other Dispositions of Capital Assets File with your Schedule D to...