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• SIMPLE IRA Elective Deferral Agreement | Charles Schwab

  Read and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant).

• The Ins and Outs of RSA Taxes and 83(b) Elections | Charles Schwab

  An 83(b) election allows you to pay tax on the value of restricted stock awards (RSAs) at grant time rather than vest time. Learn more about 83(b) elections.

• Using Stock Hacker on thinkorswim® | Charles Schwab

  Traders can find long-term investments for their portfolio using Stock Hacker on the thinkorswim® platform. Follow these eight steps for using Stock Hacker.

• Leveraged and inverse products: What you need to know. | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabRoth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Investing in Long- or Short-Term Rentals | Charles Schwab

  Deciding whether to list your home or investment property as a long- or a short-term rental? Find out what to consider.

• Should You Consider an Adjustable-Rate Mortgage? | Charles Schwab

  Adjustable-rate mortgages are on the rise—but are they right for you?

• Beta Weighting a Portfolio for Futures | Charles Schwab

  Learn how beta weighting a portfolio can help you manage diverse investments including stocks, futures, and options, and how to calculate a futures hedge.

• Brokered CDs vs. Bank CDs | Charles Schwab

  Brokered CDs vs. bank CDs: how do they compare? Discover the potential benefits and risks of brokered CDs and how they differ from bank-issued CDs.

• The Basics of Trading Futures Contracts | Charles Schwab

  Learn how futures contracts work, the history and evolution of futures trading, the role of futures contracts in the financial market, and how to trade futures.

• How Traders Can Apply Margin | Charles Schwab

  There are several ways traders can use margin in their trading. Factors for how a trader uses margin include a trader's objectives, risk tolerance, and the products they trade.