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• Schwab Futures and Forex daily segregated requirements April 2025 | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.

• Theta Decay in Options Trading: Strategies to Know | Charles Schwab

  Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.

• SIMPLE IRA Contribution Transmittal Form | Charles Schwab

  Use this form to remit SIMPLE IRA contributions for your plan to Schwab. All requested information is required.

• Schwab 529 Plan Agent Authorization Form | Charles Schwab

  Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).

• Master Limited Partnerships (MLPs) | Charles Schwab

  MLPs (Master Limited Partnerships) are public partnerships that can trade on national securities exchanges. Learn what an MLP is, including the types of MLPs.

• Futures Contract | Charles Schwab Futures and Forex

  Explore the components of futures contracts, along with some basic concepts such as mark-to-market, hedging with futures, and futures roll.

• What to Know About Artificial Intelligence (AI) | Charles Schwab

  AI technology could alter our lives. Find out what Schwab's Kevin Gordon and AI expert Mark Esposito think about what the future of AI could mean for investors.

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.

• 5 Life Insurance Riders to Consider | Charles Schwab

  Life insurance riders are additional feature that can help personalize your policy. Discover how to customize your life insurance policy with riders.