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Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions....
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....
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....
Charitable Giving | Charles Schwab
Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations....
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....
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....