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• Company Retirement Account Participant Application | Charles Schwab

  Use this form to establish separate brokerage accounts for each participant in your retirement plan.

• The Temptation of Now: With Guests Richard Thaler & Angela Duckworth | Charles Schwab

  Why is it so tempting to make short-sighted decisions? And what we can do to exert more self-control?

• Do Investing Pros Make Smart Buy and Sell Decisions? | Charles Schwab

  Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.

• The Reality Trap: With Guests Ken Adelman & Julia Minson | Charles Schwab

  What if our biggest blind spot is thinking we don't have a blind spot?

• Schwab 529 College Savings Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• SIMPLE IRA Participant Notice and Summary Description | Charles Schwab

  Complete all sections of this document, as applicable, in accordance with the elections you made on the Adoption Agreement. Retain the original for your records—this document should not be returned to Schwab.

• 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.

• Fair Is Fair: With Guests John Thorn & Richard Thaler | Charles Schwab

  It's hard to be objective about fairness—because what seems fair so often depends on your reference points.

• 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.

• Getting Started with Options (Week 10 of 10) | Charles Schwab

  In this video, we discuss an example 3-step process for selecting a specific options strategy out of the dozens available.