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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....
Can You Really Live on a Cruise Ship? | Charles Schwab
Making a home aboard an ocean liner may sound like a dream for some retirees. Explore the pros and cons of living a life on the seas....
Investing in Long- or Short-Term Rentals | Charles Schwab
Deciding whether to list your home or investment property as a long- or a short-term rental? Find out what to consider....
Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab
Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies....
What is Property and Casualty Insurance? A Guide | Charles Schwab
types of property and casualty insurance and how they could protect you in the event of damage to your home, car, business, or valuables....
Financial Considerations of Moving Abroad | Charles Schwab
More Americans are establishing second homes abroad. Learn more about visas, banking, taxes, health care, estate planning, and more before making the move....
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....
What are Stock Sectors? 11 Stock Market Sectors Explained | Charles Schwab | Charles Schwab
What are stock sectors? Learn about the 11 stock market sectors developed by the Global Industry Classification Standard (GICS) and how to consider using them.