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• Tax-Loss Harvesting | Charles Schwab

  Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

• Using Bond Ladders for Income | Charles Schwab

  Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.

• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account to an Inherited IRA account.

• Futures Account | Charles Schwab Futures and Forex

  Learn how to get your futures account set up, trade on the industry-leading thinkorswim futures trading platforms, and access premium futures market insights.

• Important Information About Our Services and Fees | Charles Schwab

  Important information about our relationship with you. Learn more about how our brokerage and advisory services and fees differ.

• Too Much Cash? Tips for Reinvesting Money | Charles Schwab

  When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing.

• Bonds vs. Bond Funds: Which is Right for You? | Charles Schwab

  Not sure which to choose? There are pros and cons to each. Here are some things to consider about individual bonds versus bond funds.

• Custodial Account Transfer | Schwab One® Custodial Account | Charles Schwab

  Find a wealth of resources to help you better understand how to manage and plan for financial well-being.

• Bear Market: Now What? | Charles Schwab

  Bear markets can pose a challenge to your financial goals. Here are seven tips for dealing with down markets.

• Diversify to Manage Risk | Charles Schwab

  Investing too much in any single sector or asset class can result in major losses when markets are volatile. Listen to one woman's experience.