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• Schwab Custodial IRA Account Application | Charles Schwab

  By signing this Application, you hereby adopt the Individual Retirement Plan that names Charles Schwab & Co., Inc. as Custodian of this Account, as further explained in the Charles Schwab & Co., Inc. Individual Retirement Plan.

• What Is a Robo-Advisor? | Charles Schwab

  If it isn't a robot, what is a robo-advisor?

• The Most Important Ages of Retirement | Charles Schwab

  Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

• Contribution Transmittal Form | Charles Schwab

  Use this form when making contributions to employee (a.k.a. participant)—including business owner—accounts.

• 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.

• Certificate of Deposit | Charles Schwab

  A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.

• The Business of Consulting | Charles Schwab

  If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.

• American Express Platinum Card® for Schwab | Charles Schwab

  Enjoy unique cards with premium rewards, services, and experiences from American Express. Designed exclusively for Schwab investors.

• On-demand Webcasts | Charles Schwab

  Explore Charles Schwab's library of on-demand webcasts to boost trading knowledge at your convenience. Discover Schwab webcasts to fit your areas of interest.

• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.