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• Performance Stock | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.

• Required Minimum Distribution | Charles Schwab

  See your total RMD amount, any amount you've already withdrawn, and the remaining amount you must withdraw—all in one place.

• Schwab Custodial IRA Account Application | Charles Schwab

  By signing this Application, you hereby adopt the Individual Retirement Plan that names Charles Schwab & Co., Inc. as Custodian of this Account, as further explained in the Charles Schwab & Co., Inc. Individual Retirement Plan.

• Contribution Transmittal Form | Charles Schwab

  Use this form when making contributions to employee (a.k.a. participant)—including business owner—accounts.

• Charitable Giving | Charles Schwab

  Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations.

• Retirement Income | Charles Schwab

  Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.

• Order Routing | Charles Schwab

  Learn about Order Routing at Schwab

• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• Risk Disclosure Statement for Forex | Charles Schwab

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