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• A rewarding retirement plan for your small business? | Charles Schwab

  Aside from the thrill of answering only to yourself, running your own small business can offer some very real perks. Perhaps the most significant is that you can set up a small business retirement plan.

• SIMPLE IRA Contribution Transmittal Form | Charles Schwab

  Use this form to remit SIMPLE IRA contributions for your plan to Schwab. All requested information is required.

• Schwab 529 Plan Agent Authorization Form | Charles Schwab

  Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).

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

  Find a BranchHome Loans & Rates Pledged Asset Line Credit CardsFinancial Planning Offering How Much You Need to Retire Planning Calculators Complimentary

• You've just inherited a retirement account. Now what? | Charles Schwab

  Inherited IRA (pre-Secure Act)

• 4 Paths to a Roth IRA for High-Income Earners | Charles Schwab

  Roth IRA income limits can keep high earners from enjoying the tax benefits of this coveted retirement account. Explore four ways to contribute to a Roth.

• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.

•  Answers to Common Questions About Futures | Charles Schwab

  Learn about the basics of futures contract specifications, including notional value and tick size.

• Three Things to Know About the Wheel Strategy | Charles Schwab

  Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated.

• Is Bitcoin a Good Investment? | Charles Schwab

  Bitcoin and other cryptocurrencies have grown in popularity for years; now ETFs are available. If you're considering investing, here are some key things to know.