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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.

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares.

• Should I Roll Over My 401(k)? | Charles Schwab

  Changing jobs and wondering: "Should I roll over my 401(k)?" Discover five strategies for handling an old 401(k), along with the pros and cons of each.

• Schwab 529 Plan Agent Authorization Form | Charles Schwab

  Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).

• SIMPLE IRA Contribution Transmittal Form | Charles Schwab

  Use this form to remit SIMPLE IRA contributions for your plan to Schwab. All requested information is required.

• Schwab Futures and Forex daily segregated requirements April 2025 | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit CardsRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• How to Buy Stock on thinkorswim® Desktop | Charles Schwab

  In this video, Education Coach Cameron May shows how to buy stocks on thinkorswim® desktop.

• 6 Must-Ask Questions: Roth IRA Withdrawals | Charles Schwab

  Putting money away for retirement is critical, but it's just as important to understand the rules for withdrawals. Learn about withdrawals, RMDs, and more.

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.

• College Planning | Charles Schwab

  See why you should prioritize saving for college after saving for retirement, and why starting to save early is important.