Understanding Your Tax Withholding

November 28, 2022
Find out how the concept of withholding works and the important role it plays in managing your taxes efficiently.
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Learn about tax-smart strategies. 

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.

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