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

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• Is the Next Temperamental Era Upon Us? | Charles Schwab

  Big swings in GDP and record inflation marked the period from the 1960s to the1990s. Find out if we're entering a new Temperamental Era.

• 4 Ways to Trade Currency Pairs | Charles Schwab

  Learn the basics of currency trading and four common strategies that look to take advantage of different market conditions or potential trends.

• The Ins and Outs of RSA Taxes and 83(b) Elections | Charles Schwab

  An 83(b) election allows you to pay tax on the value of restricted stock awards (RSAs) at grant time rather than vest time. Learn more about 83(b) elections.

• Schwab's Thematic Research Approach | Charles Schwab

  An innovative way to invest in our fast-changing world

• ETF Selection Process | Charles Schwab

  ETFs are the building blocks of Schwab Intelligent Portfolios. View Exchange-Traded Funds available through SIP.

• Understanding Margin and Leverage in Trading | Charles Schwab

  Understand the basics of margin and leverage, along with the benefits and risks they can bring to your trades.

• What Is Direct Indexing? | Charles Schwab

  Wondering what is direct indexing and is it right for you? Learn more about the features of direct indexing to see if it fits your investing objectives.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• IRA Beneficiary Form | Charles Schwab

  This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account.