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What Is a Beneficiary? Why Naming Them Is Key | Charles Schwab
Designating beneficiaries is a simple way to help protect your estate and avoid probate. What is a beneficiary, and why do you need one? Learn the basics.
Individual 401(k) Contribution Agreement | Charles Schwab
All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.
Income Annuity Estimator: Calculate Your Payout | Charles Schwab
Income annuities can provide the confidence that you will have guaranteed retirement income for life or a set period of time*.
Wire Transfers Within the U.S. | Charles Schwab
The quickest way to request a domestic or foreign wire transfer or a retirement distribution is through Schwab.com.
Charles Schwab Bank Deposit Slip | Charles Schwab
Make a deposit into your Schwab Bank checking or savings account. Just send us your check with the deposit slip below.
Bond Laddering - Bond Strategy | Charles Schwab
Bond ladders can help reduce portfolio risk and provide a steady income. Learn how they work, how they are built, and see how Schwab’s new tool can help.
What's an Index? The Dow®, S&P 500® & Nasdaq Explained | Charles Schwab
You've probably heard about the Dow®, S&P 500®, and Nasdaq—but what does an index actually tell you? Learn why indexes matter to investors.
The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab
Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.
Planning Priorities: Saving for Retirement and a Home | Charles Schwab
Investing for retirement and saving for a down payment on a home often share the spotlight amongst financial goals. Working on either of them might feel like you have to pause the other, but making progress toward both targets can be doable with some basic financial planning.