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• Investor Profile Questionnaire | Charles Schwab

  Your investing strategy should reflect the kind of investor you are—your personal investor profile.

• ESA Distribution Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a distribution from, or to change existing distribution instructions for, your Schwab Education Savings Account.

• How to Stay on Top of Your Retirement Savings | Charles Schwab

  Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• Tax basics | Schwab

  Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis.

• Managing Cash-Secured Puts | Charles Schwab

  Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.

• Contribution Transmittal Form | Charles Schwab

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

• Protect yourself from financial fraud. | Charles Schwab

  How to identify, avoid, and report common scams.

• Estate Planning Taxes | Charles Schwab

  See four things you can do now to preserve more of your assets for your heirs in the future.

• Roth IRA vs. Traditional IRA: Differences and Rules | Charles Schwab

  Compare a Traditional IRA vs Roth IRA to see which fits your financial situation. Get insights on tax implications and withdrawal rules.