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• What Happens When Interest Rates Rise? | Charles Schwab

  Why do bond prices fall when interest rates rise? Learn more about the effects interest rates and bond prices can have on a portfolio.

• Roth vs. Traditional IRAs: Which Is Right for You? | Charles Schwab

  Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here’s a guide to help you decide which may be better for you.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Asset Classes: Stocks, Bonds, and Commodities | Charles Schwab

  Learn about different asset classes (stocks, bonds, commodities, and more) and the unique role each plays in a diversified portfolio.

• Schwab Futures and Forex daily Forex obligation June 2025 | Charles Schwab

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

• SIMPLE IRA Instructions | Charles Schwab

  Follow these instructions to open your SIMPLE IRA account.

• "Yen-Carry" Anniversary Nears, but Worries Fade | Charles Schwab

  A repeat of last August's "yen-carry" market upheaval isn't likely on the schedule, due in part to a shift in positioning by investors. Here's why.

• IRA/ESA Divorce Transfer Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a transfer of interest from one IRA or ESA account to a spouse’s or an ex-spouse’s IRA or ESA account as a result of a divorce decree or separation instrument.

• Fraud & Security Video Library | SchwabSafe | Charles Schwab | Charles Schwab

  Protecting your account from financial fraud is more important than ever. To help you stay safe against scams and scammers, we’ve created a library of short videos with tips and tactics so you can keep your guard up and stay vigilant.

• What to Know About Catch-Up Contributions | Charles Schwab

  SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k).