Search Terms:

Showing 31 – 40 of 4156 results

• 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....

• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements....

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies....

• Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One? | Charles Schwab

  How did one woman honor her twin sister through a charitable gift?

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks....

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation....

• Wedding Guest Sticker Shock? Here's Help. | Charles Schwab

  With the cost of clothes, gifts, and travel, being a wedding guest could blow your budget. Here's how to enjoy the party and help avoid the financial pain....

• Mobile Wallets – Digital Wallets FAQs | Schwab Bank

  Add your Schwab Bank Visa Platinum card to your mobile wallet for extra security and convenience. Learn more about digital wallets....

• 3 Sophisticated Cybercrimes | Charles Schwab

  Cybercrime has become coordinated and alarmingly effective. Consider these tips to guard against tech support fraud, SIM swapping, and cryptocurrency scams.

• Tax Strategies for Donating Life Insurance | Charles Schwab

  life insurance, donating it to charity can help save on taxes. Consider three tax strategies for gifting your life insurance....