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

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

• Not by a Long Shot: With Guests Katia Jordan & Craig Fox | Charles Schwab

  Why do we have trouble estimating the odds of rare events?

• Protective Life SecurePay SE Benefits Guide | Charles Schwab

  Protective Life offers SecurePay SE, an optional indexed annuity withdrawal benefit providing enhanced growth opportunities along with protected lifetime income.

• Investment Expense: What's Tax Deductible? | Charles Schwab

  The IRS allows various tax deductions for investment-related expenses, if they're related to taxable investment income. Find out if your expenses qualify.

• Second Home Tax Benefits | Charles Schwab

  There can be tax benefits to owning a vacation home. But when you also use the property as a rental to make additional income, there can be tax reporting implications.

• Theta Decay in Options Trading | Charles Schwab

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

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• 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.

• What is Performance Stock (PSUs and PSAs)? | Charles Schwab | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), including how to enroll and how they may impact your taxes.

• Not-for-Profit vs. Nonprofit: How to Choose a Charity | Charles Schwab

  There are many ways to give back. Start by understanding the differences between nonprofit and not-for-profit organizations, and then do your research to be sure your money will be used for maximum impact.