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• Individual 401(k) Contribution Agreement | Charles Schwab

  All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.

• Can Overtrading Undercut After-Tax Returns? | Charles Schwab

  Excessive turnover in taxable accounts can lead to tax consequences. Learn how harmful the so-called tax drag can be—and what you can do to combat it.

• Update Your Schwab Brokerage Account | Charles Schwab

  Use this form to add an account holder to your Schwab One account.

• A Primer on Selling Options | Charles Schwab

  Selling options can be risky. Learn the basics of shorting options, including how to sell put options, what a short call option is, and more.

• Wire Transfers Within the U.S. | Charles Schwab

  The quickest way to request a domestic or foreign wire transfer or a retirement distribution is through Schwab.com.

• Charles Schwab Bank Deposit Slip | Charles Schwab

  Make a deposit into your Schwab Bank checking or savings account. Just send us your check with the deposit slip below.

• Three Things to Know About the Wheel Strategy | Charles Schwab

  Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated.

• How to Value Company Stocks | Charles Schwab

  Analysts use three ratios to help value company stocks: price-to-earnings (P/E), price/earnings-to-growth (PEG), and price-to-book (P/B). Learn how they work.

• Using Chart Drawing Tools on thinkorswim® Desktop | Charles Schwab

  Learn how to add drawings in charts, draw trendlines, price levels, and Fibonacci retracements to help you identify trend as well as support and resistance.

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

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