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• Avoiding the Three-Year Rule When Using an ILIT | Charles Schwab

  Gifting life insurance to an irrevocable life insurance trust (ILIT) could trigger the IRS's three-year rule—and taxes. Learn how to avoid an IRS clawback.

• 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.

• 457(b) vs. 403(b) Retirement Plans | Charles Schwab

  Learn about the differences between 457(b) vs. 403(b) and how you might be eligible for this retirement account if you work for public service or the government.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.

• Dividend Basics | Charles Schwab

  Take a quick dive into the basics of dividends including how they work, when they're paid, and why companies share profits with stockholders.

• How Fed rate cuts impact mortgage interest rates | Charles Schwab

  Why aren't mortgage rates falling more quickly? Learn why mortgage interest rates don't necessarily track with Fed rate cuts.

• Schwab Center for Financial Research | Charles Schwab

  The Schwab Center for Financial Research (SCFR) provides top-quality research, timely market insights, and practical guidance to help investors make better decisions.

• 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.

• 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.

• How to Prioritize Your Finances | Charles Schwab

  Everyone has different financial goals, but there are a few many of us share. In this video, we look to help you decide how to prioritize your goals to stay financially healthy.