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• Schwab Individual 401(k) Plan Adoption Agreement | Charles Schwab

  These instructions are designed to help you, the Adopting Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement for the Schwab Individual 401(k) Plan.

• Qualified Retirement Plan (QRP) Distribution Request Form | Charles Schwab

  Please carefully read the QRP Distribution Notice included with this form, which contains important information about your distribution.

• Schwab Designated Beneficiary Plan Distribution Authorization Form | Charles Schwab

  Use this form to notify Schwab of the death of the last surviving Designated Beneficiary Plan account holder and to instruct Schwab (and Schwab Bank, if applicable) on how to distribute the decedent’s total assets.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• Schwab Wealth Trust Services™ Fee schedule and information | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab

  The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.

• Inflation, Deflation, and Stagflation Explained | Charles Schwab

  Inflation is a period of generally rising prices, and there are many ways that changing prices can impact investment portfolios.

• Could You Outlive Your Retirement Savings? | Charles Schwab

  Estimating your longevity is a key part of retirement planning. Learn how to create a solid financial plan so you don't outlive your savings.

• Ether ETFs Set to Begin Trading July 23 | Charles Schwab

  After January's SEC approval of spot bitcoin ETFs, ether-based ETFs become the second cryptocurrency-based security to join the mainstream.

• Schwab 529 College Savings Plan Incoming Rollover Form | Charles Schwab

  Complete this form to initiate a direct rollover from another 529 college savings plan or an Education Savings Account to an existing Account in the Schwab 529 Plan.