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• Certificate of Deposit | Charles Schwab

  A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.

• 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).

• Learning Quest Account Owner Change Form | Charles Schwab

  Use this form to add or replace a Joint Account Owner on your account. To complete this request, all Account Owners, existing and new must sign in Section 4. A new Account Application is not necessary.

• 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.

• Social Media and Your Money: Follow with Caution | Charles Schwab

  Having ready access to financial information can help give you more confidence in your money decisions, but when it comes to social media, we suggest caution.

• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.

• College Planning | Charles Schwab

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

• Before and After: Managing Social Security Taxes | Charles Schwab

  Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.

• Late-in-Life Marriage: Pros, Cons, and More | Charles Schwab

  Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.

• 5 Rules for Creating a Retirement Paycheck | Charles Schwab

  Producing a steady income stream in retirement is a complex undertaking. Consider these five rules to help you create a retirement paycheck.