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• What Is a Beneficiary? Why Naming Them Is Key | Charles Schwab

  Designating beneficiaries is a simple way to help protect your estate and avoid probate. What is a beneficiary, and why do you need one? Learn the basics.

• Schwab Digital Guide | Charles Schwab

  Schwab.com and the Schwab Mobile app give you the digital tools and resources you need to access and manage your accounts.Download printable version here.

• 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.

• Roth IRA Contribution Limits for 2024-2025 | Charles Schwab

  See Roth IRA contribution limits for tax years 2024 and 2025. Learn how much you can contribute based on your income.

• Alternative Investments | Charles Schwab

  Learn more about the types of alternative investments available through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks.

• What are Employee Stock Purchase Plans (ESPPs)? | Charles Schwab

  Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.

• IRA Qualified Charitable Distribution | Charles Schwab

• Futures Trading | Charles Schwab Futures and Forex

  Our specialized futures trading resources and industry-leading platform thinkorswim can help you trade futures, no matter your experience or skill level.

• Introducing On Investing | Charles Schwab

  Schwab's newest podcast, On Investing, features Kathy Jones and Liz Ann Sonders offering their view of the markets.