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• 3 Hedging Strategies on thinkorswim® | Charles Schwab

  Discover hedging strategies you can use when managing your portfolio (delta, capital requirements, and return on capital) and why these concepts matter....

• 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...

• Schwab Individual 401(k) | Charles Schwab

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

• Irrevocable Stock or Bond Power Form (for unsigned certificates) | Charles Schwab

  In order to process your transaction, please complete and sign this form to transfer your certificate(s) to Schwab for deposit into your Schwab account. ...

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks....

• Tax-Smart Ways to Gift Stock | Charles Schwab

  appreciated investments to family members or charity can benefit others while also potentially reducing your taxes....

• Investing in Long- or Short-Term Rentals | Charles Schwab

  Deciding whether to list your home or investment property as a long- or a short-term rental? Find out what to consider....

• How to Start an Emergency Fund | Charles Schwab

  An emergency fund is a key part of your financial plan. Learn how to start an emergency fund, including how to set it up and how much money you'll need....

• Tax-Bracket Management Tips | Charles Schwab | Charles Schwab

  realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time....

• 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....