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• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• 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.

• ESA Distribution Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account.

• How to sell a bond | Charles Schwab

  country-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...

• Data Rights Request Form | Charles Schwab

  country-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...

• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• Financial Statements 101 | Charles Schwab

  Learn what's in financial statements and how investors use them to evaluate stocks.

• How to find my tax forms on Schwab Mobile | Charles Schwab

  country-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...

• Schwab Center for Financial Research | Charles Schwab

  The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.

• What Is Forex? | Charles Schwab Futures and Forex

  Forex trading is the simultaneous buying and selling of currencies from two different countries - hoping to profit as their values go up and down. Take advantage of Schwab's expertise to learn forex basics and how to trade forex.