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Test Your Tax Knowledge | Charles Schwab
How tax-savvy are you? Test your knowledge with our 10-question tax quiz.
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.
Comparing Education Savings Accounts | Charles Schwab
Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts.
How Grandparents Can Help Pay for College | Charles Schwab
Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.
A Sticky Situation: With Guests Richard Thaler, Wendy Wood & Susan Budowski | Charles Schwab
Friction gets in the way of behavior—and it can become "sludge" when it's used to prevent you from reaching a goal.
Tax Strategies for Donating Equity Awards | Charles Schwab
Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.
Estate Planning Basics for Low Interest Rates | Charles Schwab
Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments.
How Passing Assets to Parents Can Lower Taxes | Charles Schwab
Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.
How to Start a Scholarship Fund | Charles Schwab
Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.
Is a Private Family Foundation Right for You? | Charles Schwab
A private family foundation can help further philanthropic goals. Find out how to start a private foundation or if you should consider a donor-advised fund.