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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....

• Comparing Education Savings Accounts | Charles Schwab

  Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts....

• Tax-time Resources | Schwab

  Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother....

• How to Start an Emergency Fund | Charles Schwab

  An emergency fund is a key part of your financial plan. Learn how to start an emergency fund, including how to set it up and how much money you'll need....

• Where Should You Hold Your Cash? | Charles Schwab

  investments are higher than they've been in decades. The smartest place to keep your cash depends on how you plan to use it. Learn more....

• Estate Sale Need-to-Knows | Charles Schwab

  An estate sale could be an effective way to unload a house-full of possessions, but it's important to understand how the process works to minimize financial and emotional costs.

• Financial Considerations of Moving Abroad | Charles Schwab

  More and more Americans are living abroad. Learn about visas, banking, taxes, health care, estate planning, and other considerations before making the move....

• Do You Have Enough for Retirement? | Charles Schwab

  Many retirees risk outliving their retirement savings. Learn how to plan for your retirement income needs to ensure you won't outlive your savings....

• What Is Dollar-Cost Averaging? | Charles Schwab

  time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan....

• How to Borrow Money Strategically for a Big Expense | Charles Schwab

  Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow....