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• Request a Required Minimum Distribution From Your Schwab IRA | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your account. (Do not use this form for Inherited RMD's. Use the Request an IRA Distribution Form.)

• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

• Weak Dollar Is No Silver Lining as Firms Face Tariffs | Charles Schwab

  The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more.

• Credit Spreads: Under the Radar, but Influential | Charles Schwab

  Corporate credit spreads, whether investment grade or high yield, can often hint at hiccups in the stock market and the economy. But they tend to keep a low profile.

• Contact Us | Customer Service | Charles Schwab

  If you're looking for assistance with your Schwab account, please contact Charles Schwab customer service. We're happy to help anytime.

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• Health Care Costs in Retirement: Are You Prepared? | Charles Schwab

  Medical bills can put a strain on your retirement income. Explore four ways you can plan ahead to help avoid high health care costs in retirement.

• New Congress Faces Massive Policy Agenda | Charles Schwab

  Donald Trump and Republicans support sweeping changes that could affect the economy and investors. Narrow margins in Congress may complicate that agenda.

• SEP-IRA Employer's Agreement With Schwab | Charles Schwab

  Read, complete, sign and return this form with your Adoption Agreement (or IRS Form 5305-SEP). Keep a copy for your files.