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• Test Your Tax Knowledge | Charles Schwab

  How tax-savvy are you? Test your knowledge with our 10-question tax quiz.

• Comparing Education Savings Accounts | Charles Schwab

  Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts.

• Fixed Deferred Annuities: Retirement Investment | Charles Schwab

  Get a competitive fixed rate of return and earn tax-deferred interest with fixed annuities. A low-risk way to grow your retirement savings....

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• Unwrap a New Approach to Holiday Spending | Charles Schwab

  Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.

• How to Start a Scholarship Fund | Charles Schwab

  Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.

• Is a Private Family Foundation Right for You? | Charles Schwab

  A private family foundation can help further philanthropic goals. Find out how to start a private foundation or if you should consider a donor-advised fund.

• Help Your College Grad Become an Investor | Charles Schwab

  Looking for a meaningful college graduation present? Consider opening up the world of investing.