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• Theta Decay in Options Trading | Charles Schwab

  options trading mean? Learn about theta's role in options trades and three trading strategies that target time decay....

• 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...

• 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....

• Performance Stock | Charles Schwab

  compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company....

• 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....

• Trading a Smaller Account | 1-27-25 | Charles Schwab

  the net gain & the return on risk on a short put vertical example trade that had hit the exit target that had been set when the trade was placed....