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• Fixed Income FAQs | Charles Schwab

  Find answers to the most frequently asked questions about Fixed Income Investing on Schwab.com.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Schwab Trading Activity Index™ (STAX) | Charles Schwab

  Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide.

• Schwab Bank Investor Savings™ Account Application | Charles Schwab

  Use this form to open or update an existing Schwab Bank Investor Savings™ account.

• When to Consider Munis Outside Your State | Charles Schwab

  Investing in an in-state tax-free municipal bond may offer advantages, but there can be good reasons to consider out-of-state munis.

• 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.

• Required Minimum Distributions: What's New in 2025 | Charles Schwab

  Planning ahead for required minimum distributions (RMDs) can help you manage retirement income and potential tax consequences. Learn about RMD rules for 2025.

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

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• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• 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.