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• How to add a trusted contact or a beneficiary | Charles Schwab

  Make sure we can reach you if needed, and make sure your wishes are known.

• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• Web Browsers and Operating Systems | Charles Schwab

  Schwab websites work best using one of the listed web browser and operating systems configurations on this page.

• Financial Statements 101 | Charles Schwab

  Learn what's in financial statements and how investors use them to evaluate stocks.

• 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.

• Schwab SEP IRA | Charles Schwab

  Learn how you could make the most out of your retirement savings with your SEP IRA.

• Investor Profile Questionnaire | Charles Schwab

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

• How to sell a bond | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cardscountry-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...

• Schwab Center for Financial Research | Charles Schwab

  The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.