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• Learning Quest Account Maintenance Form | Charles Schwab

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

• Social Security: A Smart Part of Financial Planning | Charles Schwab

  Your Social Security contributions can total hundreds of thousands of dollars over your career. How can you make focused decisions to maximize and protect your future benefits?

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.

• Privacy Notice | Charles Schwab

  What does the Charles Schwab Corporation do with your personal information? Read the Charles Schwab privacy policy.

• 4 Ways to Trade Currency Pairs | Charles Schwab

  Learn the basics of currency trading and four common strategies that look to take advantage of different market conditions or potential trends.

• Creating One-Cancels-Other Orders on thinkorswim® | Charles Schwab

  Learn how to create a one-cancels-other or OCO order on thinkorswim®.

• How to Use Advanced Stock Order Types | Charles Schwab

  Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.

• Under-the-Surface Employment Indicators to Watch (With Doug Ramsey) | Charles Schwab

  Liz Ann Sonders interviews Doug Ramsey of the Leuthold Group about the state of the economy and the markets.

• SEP-IRA Employer's Agreement With Schwab | Charles Schwab

  Read, complete, sign and return this form with your Adoption Agreement (or IRS Form 5305-SEP). Keep a copy for your files.