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• Businesses and the Corporate Transparency Act | Charles Schwab

  What small-business owners need to know about the new Corporate Transparency Act.

• Schwab One® Custodial Account | Charles Schwab

  What is a Schwab One® Custodial Account? It is a brokerage account that allows you to make a financial gift to a minor and help teach them about investing....

• Family Harmony and Your Legacy | Charles Schwab

  The most effective estate planning includes open communication with family to ensure there are no emotional roadblocks to creating a legacy that lasts for generations....

• Estate Planning | Charles Schwab

  See why everyone needs an estate plan, and how formalizing your plan now can make things easier for your loved ones in the future....

• Schwab Individual 401(k) | Charles Schwab

  Learn how you could make substantial contributions toward your retirement with an Individual 401(k) plan....

• Comparing Education Savings Accounts | Charles Schwab

  Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts....

• How Should Investors Respond to Higher Inflation? | Charles Schwab

  We're all worried about the effects of inflation on our long-term portfolios. Here's what to do about it....

• Company Retirement Account Master Account Application | Charles Schwab

  Use this form to open a brokerage account to invest the assets of your company retirement plan if your plan document allows you to conduct business with a broker-dealer....

• Introducing Inside the Mind of a Trader Video Series | Charles Schwab

  video series Inside the Mind of a Trader examines the thought processes of top traders to uncover what it means to trade brilliantly....

• Types of Insurance: A Guide | Charles Schwab | Charles Schwab

  How do you know what type of insurance you need? Explore different kinds of insurance, their pros and cons, and costs....