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• 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....

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  different IRA rules can help you make better decisions about which type of retirement account best suits your situation....

• Fair Is Fair: With Guests John Thorn & Richard Thaler | Charles Schwab

  It's hard to be objective about fairness—because what seems fair so often depends on your reference points....

• How to Start a Scholarship Fund | Charles Schwab

  Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started....

• Backdoor Roth: Is It Right for You? | Charles Schwab

  If your income is too high for a Roth IRA, there's another way in—but it comes with some caveats. Learn more about the backdoor Roth and the tax implications of using one....

• Capital Gains Taxes Explained | Charles Schwab

  Taxes can impact the growth of your portfolio, so it's important to understand how capital gains taxes work and learn some strategies that could potentially minimize them....

• How to Pay Off Student Loans | Charles Schwab

  off student loans? Here are some tips to consider that can potentially help you reduce or eliminate your student loan debt....

• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids....

• Yes, You Can Give Meaningfully on a Budget | Charles Schwab

  but on a budget? Here are meaningful ways to support causes important to you and still stay within your means....

• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account...