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• Foreign Tax: Credit or Deduction? | Charles Schwab

  If you paid foreign taxes on overseas investments, you may be able to avoid a double hit by claiming a credit or deduction on your U.S. tax return. Learn more.

• Individual 401(k) Contribution Agreement | Charles Schwab

  All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.

• The Charles Schwab & Co. Guide to Margin | Charles Schwab

  Margin is a tool that can be used to potentially generate greater returns, execute investment strategies, and serve as a source of flexible low cost borrowing for other lending needs.

• 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.

• Should You Add Life Insurance to Your Estate Plan? | Charles Schwab

  Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance.

• Wire Transfers Within the U.S. | Charles Schwab

  The quickest way to request a domestic or foreign wire transfer or a retirement distribution is through Schwab.com.

• Businesses and the Corporate Transparency Act | Charles Schwab

  What small-business owners need to know about the new Corporate Transparency Act.

• Reduce Emotional Trading with Robo-Advisors | Charles Schwab

  Trading with your emotions during times of market volatility? Explore whether a robo-advisor may be able to help.

• Options Trading | Charles Schwab

  Explore options trading with Schwab. Trade with our intuitive online platforms and tools, plus receive real-time decision support from options specialists.

• Investing in Business Development Companies | Charles Schwab

  Business development companies are known for attractive yields—but are they worth the risks? Learn the reasons why BDCs should be approached with caution.