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• Schwab Designated Beneficiary Plan Distribution Authorization Form | Charles Schwab

  Designated Beneficiary Plan account holder and to instruct Schwab (and Schwab Bank, if applicable) on how to distribute the decedent’s total assets....

• Is my money safe - Account Protection | Charles Schwab

  Most common questions about how Schwab protects your assets and keeps your money safe.

• Schwab.com | Charles Schwab

  Discover how some of the most popular tools and features of Schwab.com can help you simplify your financial life....

• Investing in Mutual Funds | Charles Schwab

  Find out what mutual funds are and how they may benefit your financial goals. Use resources from Schwab to start investing in mutual funds today....

• Why You Need an Estate Plan | Charles Schwab

  If we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. That’s why answering questions now—and formalizing them in an estate plan—is an important...

• Bonds: Buying & Investing in Bonds | Charles Schwab

  Learn about different types of bond investments at Schwab and how to buy bonds for your investing strategy. Choose from a wide selection of bond types....

• Index Mutual Funds | Charles Schwab

  Learn how Index funds can offer a cost-effective, potentially tax-efficient way to diversify your portfolio....

• Target Date Mutual Funds | Charles Schwab

  Learn more about target date mutual funds and how you can invest for your retirement or other milestone....

• Estate Planning Attorney | Charles Schwab

  Get tips on how to find an experienced estate planning attorney, the right questions to ask, and how to prepare ahead of time....

• Estate Planning | Charles Schwab

  See why everyone needs an estate plan, and how formalizing your plan now can make things easier for your loved ones in the future....