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• Inherited IRA Application for a Trust Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for a trust beneficiary.

• Inherited IRA Application for an Estate Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for an estate.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.

• Stop Wasting Time Rebuilding Charts on thinkorswim | Charles Schwab

  You don't have to rebuild a new chart every time you want to switch indicators. With one click you can see a different set of indicators and time frames.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Learn how to use the hypothetical gain or loss feature within custom watchlists to help guide your future investment decisions.

• Getting Started with thinkorswim® Charts | Charles Schwab

  A rundown of basic thinkorswim® charts navigation and a tour of charting features.

• Education Savings Account (ESA) Designated Beneficiary/Authorized Person LOA Form | Charles Schwab

  This form allows you to: request a transfer of ownership to a previously named Successor Designated Beneficiary; name or update the SDB to the existing ESA account; name a successor Authorized Person to act in the event of the incapacitation, death or resignation of the current Authorized Person.

• What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab

  Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.

• Limit Orders, Stop Orders, & Market Orders | Charles Schwab

  Limit orders, market orders, and stop orders are common order types used to buy or sell stocks and ETFs. Learn about the risks and advantages of each.