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• Company Retirement Account Master Account Application | Charles Schwab

  Use this form to open a brokerage account to invest the assets of your company retirement plan if your plan document allows you to conduct business with a broker-dealer.

• How to use Schwab Portfolio Checkup | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• Weak Dollar Is No Silver Lining as Firms Face Tariffs | Charles Schwab

  The U.S. dollar hit 3-year lows after tariff "liberation day," and a weak greenback often aids U.S. companies with big overseas sales. That may not happen now as the trade war simmers.

• 3 Nontraditional ETFs to Consider | Charles Schwab

  Some ETFs offer access to niche and speculative areas of the market. Read about active ETFs, cryptocurrency ETFs, and thematic ETFs.

• Trade Life Cycles: Entry & Exit Strategies | Charles Schwab

  The trade life cycle process can help traders pursue their trading goals. Learn about trade entry and exit strategies and how this knowledge can help investors.

• When Should I Start Saving for Retirement? | Charles Schwab

  Some pros say your early investing years are among the most critical, which can start with setting up a 401(k). Learn how to start saving for retirement.

• Small Business Retirement Tools and Resources | Charles Schwab

  Get help determining which of Schwab's small business retirement plans is right for you with our calculators, tools, and plan fact sheets.

• TIPS and Inflation | Charles Schwab

  Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.