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• Divorce after 50: Retirement Savings Impact | Charles Schwab

  Divorce after 50 can have a huge impact on your retirement savings. Learn how to safeguard your financial future during late-in-life divorce.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Roth IRA Conversion: Is It Right for You? | Charles Schwab

  A Roth conversion involves moving assets from a retirement plan into your Roth IRA. Learn whether a Roth conversion is right for you and how a conversion works.

• Schwab Trading Activity Index™ (STAX) | Charles Schwab

  Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide.

• Supplemental Trust Account Application for Entity Trustees | Charles Schwab

  Use this form for new account opening or updating an existing Schwab account.

• Shorting Stocks in Your Investment Strategy | Charles Schwab

  Short selling aims to provide protection or profit during a stock market downturn, but it can be risky and requires a margin account. Learn the mechanics of shorting a stock.

• What is Thematic Investing? | Charles Schwab

  From AI to green energy to the space economy, thematic investing makes it easier to invest in ideas and trends. Learn more about thematic investing.

• Learning Quest 529 Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Learning Quest 529 Plan Account.

• Wealth Management Services | Schwab Private Client Services | Charles Schwab

  With Schwab Private Client Services, you benefit from access to a wide range of wealth management specialists, a dedicated financial consultant, and more.

• How Higher Income Can Affect Medicare Premiums | Charles Schwab

  Medicare premiums can jump if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.