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• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• 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.

• Roth IRA Conversion Calculator | Converting an IRA | Charles Schwab

  See if converting to a Roth IRA makes sense for you. Use our Roth IRA Conversion Calculator to compare estimated future values and taxes.

• How to set up a recurring payment | Charles Schwab

  Bank Offerings Checking Savings Home Loans & Rates401(k) Rollover Individual Retirement Accounts (IRAs) Schwab Bank Checking Small Business Retirement See More Accounts...Account Protection SIPC® FDIC Insurance FINRA's Broker Check Bank Client Complaints Client Relationship Summaries...

• How to use Schwab Mobile Deposit™ | Charles Schwab

  Bank Offerings Checking Savings Home Loans & Rates401(k) Rollover Individual Retirement Accounts (IRAs) Schwab Bank Checking Small Business Retirement See More Accounts...Account Protection SIPC® FDIC Insurance FINRA's Broker Check Bank Client Complaints Client Relationship Summaries...

• Options Exercise, Assignment & Expiration | Charles Schwab

  Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• Market Capitalization Comparison | Charles Schwab

  Non-US equities make up more than 50% of major economies' market capitalization.

• Bollinger Bands: What They Are and How to Use Them | Charles Schwab

  Bollinger Bands help you identify sharp, short-term price movements and potential entry and exit points.

• Real Estate Investment Trusts (REITs) | Charles Schwab

  What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types.