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• Schwab 529 College Savings Plan Incoming Rollover Form | Charles Schwab

  initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Schwab 529 Plan....

• How to Prioritize Your Finances | Charles Schwab

  different financial goals, but there are a few many of us share. In this video, we look to help you decide how to prioritize your goals to stay financially healthy....

• Simplifying Long-Term Care Planning | Charles Schwab

  Confused by long-term care planning? Learn why long-term care is an important part of retirement planning and how to avoid serious financial consequences....

• How Traders Can Apply Margin | Charles Schwab

  There are several ways traders can use margin in their trading. Factors for how a trader uses margin include a trader's objectives, risk tolerance, and the products they trade....

• How to Invest in REITs | Charles Schwab

  investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs....

• Learning Quest 529 Plan Withdrawal Request Form | Charles Schwab

  Complete this form to request a full or partial withdrawal from your Learning Quest 529 Plan Account....

• What's an ETF and How Do ETFs Work? | Charles Schwab

  Wondering what's an ETF and how do ETFs work? Learn how income-producing ETFs can potentially help contribute to retirement income and your financial goals....

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• How Does the SEC Names Rule Work? | Charles Schwab

  The U.S. Securities and Exchange Commission (SEC) mandates that funds must invest 80% in the asset indicated by their name. Learn more about the SEC Names Rule.

• How Much Risk Is Right for You? | Charles Schwab

  Every investor wants to maximize return—but you must first consider how much risk you can stomach.