Tax Rates & Brackets Explained
Learn about tax-smart strategies.
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The Estate Tax and Lifetime Gifting
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
Tax-Efficient Investing: Why Is It Important?
Making tax-efficiency part of your investing strategy can help lower your tax bill.
When to Consider Munis From Outside Your Home State
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
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This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.
Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.
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