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• Learning Quest 529 Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Learning Quest 529 Plan Account by check or rollover.

• Municipal Bonds: Mid-Year Outlook [2025] | Charles Schwab

  What's next for municipal bonds in the second half of 2025? Here's what fixed income investors should know about the muni bond market.

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

  Home Loans & Rates Pledged Asset Line Credit Cards

• Margin Trading: The Starter Guide | Charles Schwab

  There are different types of margin trading for stocks, options, futures, and forex. Read more to learn about their unique risks and benefits.

• Wealth Management Services | Schwab Private Client Services | Charles Schwab

  With Schwab Private Client Services, you benefit from access to a wide range of wealth management specialists, a dedicated financial consultant, and more.

• Should You Consider a Roth 401(k)? | Charles Schwab

  With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.

• Advance Estate Planning for a Surviving Spouse | Charles Schwab

  No one is fully prepared for the death of a spouse. Learn steps you can take now to help lessen financial stress for the surviving spouse.

• SIMPLE IRA Participant Notice and Summary Description | Charles Schwab

  Complete all sections of this document, as applicable, in accordance with the elections you made on the Adoption Agreement. Retain the original for your records—this document should not be returned to Schwab.

• Schwab 529 College Savings Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.

• How to place an options trade using Schwab Mobile | Charles Schwab

  Download Schwab Mobile app from the App Store® or