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• Frequently Asked Questions - Asset Transfer | Charles Schwab

  In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.

• What Are Index Funds? | Charles Schwab

  We discuss how index funds work, identify some indexes these funds track, and examine benefits and risks associated with index fund investing.

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment.

• Investing Basics: Stocks | Charles Schwab

  Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.

• What's Your Risk Capacity? | Charles Schwab

  It's not how much risk you can take but how much time you have to save. Learn the difference between risk capacity and risk tolerance and why they should align.

• Retirement Calculator | Your Retirement Savings | Charles Schwab

  Are you saving enough money for retirement? Use our retirement savings calculator to help find out how much money you need to save for retirement.

• Leveraging Assets to Manage Your Wealth | Charles Schwab

  Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.

• How to sell stocks | Charles Schwab

  Learn how to sell stocks using the All-In-One Trade Ticket or SnapTicket®.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• What Does the Federal Reserve Do? | Charles Schwab

  The Federal Reserve, or the Fed, is an important and influential part of the U.S. economy, and its role is explained further in this video.