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• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• Schwab Brokerage: Personal Choice Retirement Account | Charles Schwab

  With a Schwab Personal Choice Retirement Account (PCRA), you can invest in a retirement plan with the freedom of a brokerage account.

• Tax reporting and cost basis facts for stock plans.

• Taxes | Charles Schwab

  Get answers to tax-filing questions and find out how year-round tax planning may help you save and build more wealth over time

• Save on Taxes with Qualified Charitable Distributions | Charles Schwab

  QCDs can be an effective way to give to charity as well as reduce your tax bill, since they are excludable from taxable income.

• Futures | Charles Schwab Futures and Forex

  Whether you're new to futures or a seasoned pro, Schwab offers you the specialized tools, education, and support to trade futures with confidence.

• Statement of financial condition | Charles Schwab

• Planning & Retirement | Charles Schwab

  Prepare for financial milestones and events

• Taxes | Schwab

  Looking for help with taxes? We’ll help you plan ahead with information about taxable income, capital gains, dividends, net investment income tax, cost basis, AMT, and more.

• Saving | Charles Schwab

  Get tips and advice on saving for retirement, life goals, and emergencies.