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• Investing in Bonds - The Basics | Charles Schwab

  There are a handful of ways to invest in bonds, and each strategy or product has its own unique set of characteristics that may make them more or less attractive, given your goals.

• Schwab Futures and Forex's most current certified annual report | Charles Schwab

  Bank Offerings Checking Savings Home Loans & RatesFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• Which Sectors Might Benefit from Rising Rates? | Charles Schwab

  A look at which sectors could outperform the market during the current cycle of interest rate increases.

• Mega-Cap Rollercoasters: Basics of Single-Stock ETFs | Charles Schwab

  Single-stock ETFs are now available, but these funds pose unique risks and aren't for everyone. Here are a few basics.

• Schwab Stock Slices Certificate | Charles Schwab

  Schwab Stock Slices

• Futures | Charles Schwab Futures and Forex

  Whether you're new to futures or a seasoned pro, Schwab offers you the specialized tools, education, and support to trade futures with confidence.

• Schwab Futures and Forex daily segregated requirements May 2025 | Charles Schwab

  Bank Offerings Checking Savings Home Loans & RatesFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• Tax Withholding Election Form for Individual Retirement Accounts | Charles Schwab

  Use this form to change or revoke your existing tax withholding election. A separate IRA Tax Withholding Election Form must be completed for each account.

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.