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• Income Annuity Estimator: Calculate Your Payout | Charles Schwab

  Income annuities can provide the confidence that you will have guaranteed retirement income for life or a set period of time*.

• Schwab 529 College Savings Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Schwab 529 Plan Account.

• Small Business Retirement Contribution Calculator | Charles Schwab

  Use Schwab's calculator to compare the potential contributions that self-employed individuals can make to small business retirement plans, including Individual 401(k), SIMPLE, and SEP plans.

• Learning Quest 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  Complete this form to start or change the allocation of your Payroll Deduction instructions on your existing Learning Quest 529 Plan Account(s).

• Schwab Global Account and Schwab One Brokerage Account Transfer Form | Charles Schwab

  Use this form to transfer securities and/or funds from another financial institution (e.g., brokerage, mutual fund company, bank, or insurance company) into your Schwab One Brokerage Account and your associated Schwab Global Account.

• Schwab 529 College Savings Plan Financial Professional Authorization | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• Schwab Futures and Forex daily segregated requirements February 2025 | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• Guide to Asset Classes & ETFs | Charles Schwab

  View the Schwab Intelligent Portfolios Guide on Asset Classes.

• Schwab Estate Account Application | Charles Schwab

  A Schwab One Estate Account may be opened only if the estate is currently being probated under court supervision and a final decree of distribution has not been entered.

• Inherited IRA Application for a Trust Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for a trust beneficiary.