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• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• SEP Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SEP-IRA.

• Complex exchange-traded products (ETPs) | Charles Schwab

  Learn about the benefits and potential risks of Complex ETPs.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Securities Alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.

• Trustee Change for S1 and IC | Charles Schwab

  This Trustee Change Form can be used to add and/or remove Trustees on a Schwab One Trust account, a Schwab Brokerage Trust account, a Schwab One International Trust account, or a Schwab Inherited IRA for a trust beneficiary.

• Schwab Equity Ratings International | Charles Schwab

  Schwab Equity Ratings International are assigned to approximately 4,000 stocks traded in approximately 25 to 30 foreign equity markets.

• 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.

• Roth IRA Conversion: Is It Right for You? | Charles Schwab

  A Roth conversion involves moving assets from a retirement plan into your Roth IRA. Learn whether a Roth conversion is right for you and how a conversion works.

• Bollinger Bands: What They Are and How to Use Them | Charles Schwab

  Bollinger Bands help you identify sharp, short-term price movements and potential entry and exit points.