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• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• A Lump Sum vs. an Annuity: How to Decide | Charles Schwab

  Deciding between a lump sum vs. an annuity to see which makes sense for you? Learn how factors like life expectancy, family, and income can help you decide.

• Pricing | Account Fees | Charles Schwab

  Here you’ll find Schwab’s pricing, account fees, and commissions. Our new commission-free trading makes trading stocks, ETFs, and options easier than ever.

• Direct Indexing with Schwab Personalized Indexing | Charles Schwab

  Direct indexing offers a customizable approach to tax management and portfolio construction. Learn more about Schwab Personalized Indexing.

• Costly 529 College-Saving Mistakes | Charles Schwab

  A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.

• Estate Planning Taxes | Charles Schwab

  See four things you can do now to preserve more of your assets for your heirs in the future.

• Tax-Planning Strategies to Consider Before Year-End | Charles Schwab

  From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.

• Love and Money: Navigating Your Finances Together | Charles Schwab

  From budgeting basics to big financial decisions, managing your money as a couple can be a challenge. Explore ideas to help transform money talks into opportunities for growth.

• 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.