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• Micro Futures | Charles Schwab Futures and Forex

  With a lower cost of entry and lower margin requirements, micro futures and micro E-mini futures could be an efficient way to diversify your portfolio.

• Q1 Retail Earnings in Uncertain Year | Charles Schwab

  While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.

• Small Business Retirement Plans | Charles Schwab

  Looking for a retirement plan or business investing account? Schwab offers a range of small business solutions to help you manage your finances.

• Index & Investment Term Definitions | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• How to Start an Emergency Fund | Charles Schwab

  An emergency fund is a key part of your financial plan. Learn how to start an emergency fund, including how to set it up and how much money you'll need.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• 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).

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

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• Investing Basics: Mutual Funds | Charles Schwab

  Mutual funds have been an investing staple for many investors because of the diversification they provide.