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• Company Retirement Account Master Account Application | Charles Schwab

  Use this form to open a brokerage account to invest the assets of your company retirement plan if your plan document allows you to conduct business with a broker-dealer.

• Schwab Futures and Forex daily Forex obligation April 2025 | Charles Schwab

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• Which Sectors Might Benefit from Rising Rates? | Charles Schwab

  A look at which sectors could outperform the market during the current cycle of interest rate increases.

• Automatic Investment Plan Application | Charles Schwab

  Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.

• Contact Us | Customer Service | Charles Schwab

  If you're looking for assistance with your Schwab account, please contact Charles Schwab customer service. We're happy to help anytime.

• Request a Required Minimum Distribution From Your Schwab IRA | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your account. (Do not use this form for Inherited RMD's. Use the Request an IRA Distribution Form.)

• As Rate Cuts Loom, Stock Buybacks May Continue | Charles Schwab

  Stock buybacks help companies return cash to shareholders, reduce the base for earnings per share calculations, and may signal good news about growth.

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.