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Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions....
The Estate Tax and Lifetime Giving | Charles Schwab
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes....
Mortgage Rate Calculator | Schwab Bank
Use this online Mortgage Rate Calculator to get a customized mortgage rate quote whether you want to buy a house or refinance your existing home loan....
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs....
Innovative Platforms & Tools | Charles Schwab
We are committed to providing a best-in-class trading experience with ongoing enhancements to our platforms and tools....
Certificate of Deposit | Charles Schwab
deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab....
Stock Options | Charles Schwab
(NQSQs) and incentive stock options (ISOs), a form of equity compensation, which allows an employee to buy shares of company stock at a fixed price....
What is a Brokerage Account | Charles Schwab
A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs....
Buying, Renting, and Selling a Second Home | Charles Schwab
A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.
Charitable Giving | Charles Schwab
Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations....