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Costly 529 College-Saving Mistakes | Charles Schwab
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.
Estate Planning Taxes | Charles Schwab
See four things you can do now to preserve more of your assets for your heirs in the future.
Love and Money: Navigating Your Finances Together | Charles Schwab
From budgeting basics to big financial decisions, managing your money as a couple can be a challenge. Explore ideas to help transform money talks into opportunities for growth.
Tax-Planning Strategies to Consider Before Year-End | Charles Schwab
From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.
ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab
Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.
Watch Out for Wash Sales | Charles Schwab
Understanding wash-sale rules could help you avoid a costly mistake.
2025 Planning and Wealth Management Outlook | Charles Schwab
Wondering what the wealth management outlook is for 2025? Discover how to stay on track to reach your financial goals with three themes to consider in 2025.
Affidavit of Domicile | Charles Schwab
of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile...
Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab
Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes.
Test Your Tax Knowledge | Charles Schwab
How tax-savvy are you? Test your knowledge with our 10-question tax quiz.