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• Three Ways to Calculate Intrinsic Value | Charles Schwab

  Watch to learn three methods for estimating an investment's intrinsic value: comparison, build up, and discounted cash flow.

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SEP IRA Employee Summary | Charles Schwab

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

• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• Trustee vs. Beneficiary: 3 Ways to Reduce Conflict | Charles Schwab

  Conflicts between beneficiaries and trustees could lead to a legal battle. Learn three ways to help keep the peace when setting up a trust.

• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.

• Leveraged and inverse products: What you need to know. | 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

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• Index & Investment Term Definitions | 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