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• Trading the Trend | Charles Schwab

  Are there potential opportunities? It’s important to be educated when it comes to trading and consider risk of capital based on trader’s own risk tolerance and situation.

• Schwab Individual 401(k) Plan Adoption Agreement | Charles Schwab

  These instructions are designed to help you, the Adopting Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement for the Schwab Individual 401(k) Plan.

• 2024 Tax Reference Guide | Charles Schwab

  This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2024.

• Market Volatility in Retirement: Are You Prepared? | Charles Schwab

  Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.

• Schwab 529 Education Savings Plan Withdrawal Request Form | Charles Schwab

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

• Strategies to Consider for Bitcoin ETF Options | Charles Schwab

  The launch of options on bitcoin ETFs may enable traders to hedge and speculate on the underlying ETF, as well as on the movements of the cryptocurrency itself.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.

• Making Sense of Recent Market Volatility | Charles Schwab

  After a turbulent few days in the market, what strategies should investors consider?

• Qualified Retirement Plan (QRP) Distribution Request Form | Charles Schwab

  Please carefully read the QRP Distribution Notice included with this form, which contains important information about your distribution.

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

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