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CONTENT WITH Personal Finance & Planning

Financial planning for life's milestones.

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Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
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Watch out for these common errors when preparing your tax return.
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax.
Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.
You can listen and subscribe to Schwab podcasts for free in most podcast players.
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Take advantage of these deductions if you’ve incurred investment expenses.
Do you have unclaimed money in a 401k from a previous job? You can recover it. Learn how to track down an old or lost 401(k).
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IRAs may offer tax benefits but breaking the rules can have severe consequences for your savings. Here's how to avoid some common IRA tax pitfalls.
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Tax-efficient investments are important because they can help lower your tax bill. Learn more with these tax-conscious investing strategies.
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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