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• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.

• Trust, Estate & Charitable Accounts | Charles Schwab

  Schwab can help with estate planning—whether it's consolidating assets, buying and selling securities, or managing cash flow to cover expenses and pay taxes.

• Investment Products – Blended Strategy | Charles Schwab

  Get the products that fit your investment strategy needs at Schwab. Choose from multiple types of investment options, including ETFs, money market funds, and more.

• Markets and Economy | Charles Schwab

  Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

• Mortgage Rate Calculator | Schwab Bank

  Use this online Mortgage Rate Calculator to get a customized mortgage rate quote whether you want to buy a house or refinance your existing home loan.

• Financial Planning Tools & Calculators | Charles Schwab

  Schwab's financial planning tools can help you get the answers you need to your investing questions covering everything from how much you need to retire comfortably, to tuition savings goals, and more.

• Futures Account | Charles Schwab Futures and Forex

  Learn how to get your futures account set up, trade on the industry-leading thinkorswim futures trading platforms, and access premium futures market insights.

• Ways to Invest | Charles Schwab

  Explore multiple ways to invest with Schwab. Work with an advisor, get automated investing, or manage your own investments to meet your financial goals.

• Find and Invest in Mutual Funds | Charles Schwab

  Find the right mutual funds for your portfolio. Schwab offers the tools to research, compare and invest in mutual funds all in one place.

• Alternative Investments | Charles Schwab

  Learn about strategies that invest in non-traditional financial assets such as private equity, private credit, real estate, hedge funds, and exchange funds.