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• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.

• Margin Loans | Margin Trading Account | Charles Schwab

  Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you....

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Add Checkwriting and Visa® Debit Cards to Your Schwab One® Account

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• 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....

• Taxes | Charles Schwab

  Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions....

• Charitable Giving | Charles Schwab

  Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations....

• Schwab One® Custodial Account | Charles Schwab

  is a Schwab One® Custodial Account? It is a brokerage account that allows you to make a financial gift to a minor and help teach them about investing....

• Austin Jarvis | Charles Schwab

  provides analysis and insights on topics including foundational estate planning concepts, estate, gift and generation-skipping considerations, advanced charitable strategies, business succession, asset...

• Trade in Focus Ahead of Next Week's Data, Earnings | Charles Schwab

  With light earnings and data today, focus could be on tariffs. Stocks again set records Thursday but tech lost ground and the rally broadened. Nvidia's CEO is traveling to China.