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• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).

• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.

• When Do You Need Umbrella Insurance? | Charles Schwab

  Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.

• How to Read Stock Charts and Trading Patterns | Charles Schwab

  Learn how to read stock charts and analyze trading chart patterns, including spotting trends, identifying support and resistance, and recognizing market reversals and breakout patterns.

• Customize Platform Appearance on thinkorswim® | Charles Schwab

  Customize the color scheme and font size on thinkorswim®.

• What's an ETF and How Do ETFs Work? | Charles Schwab

  Wondering what's an ETF and how do ETFs work? Learn how income-producing ETFs can potentially help contribute to retirement income and your financial goals.

• ESPP Taxes Explainer | Charles Schwab

  ESPP taxes don't have to be overly complicated — learn how employee stock purchase plans are taxed and what documents you need to file in the U.S.

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

  Overview Self-Directed Investing Active Trading Automated Investing Wealth and Investment ManagementRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Creating One-Cancels-Other Orders on thinkorswim® | Charles Schwab

  Learn how to create a one-cancels-other or OCO order on thinkorswim®.

• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.