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Schwab Stock Slices®—Give the Gift of Ownership | Charles Schwab
Teach someone you care about the power of investing. With Schwab Stock Slices®, you can use the funds you deposited into their custodial account to purchase fractional shares for them.
How to Use Credit Cards Wisely | Charles Schwab
Learn ways to effectively use credit cards to your advantage.
Tax-Smart Ways to Gift Stock | Charles Schwab
Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.
Gifting Appreciated Stock to Kids | Charles Schwab
Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids....
Your Visa Card Guide to Benefits | Charles Schwab
For more information about the benefits described in this Guide, call the customer service number listed for the Benefits Administrator.
Tax-Efficient Investing | Charles Schwab
Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing....
New Contribution and Gifting Limits for 2025 | Charles Schwab
contributions for older workers get a boost this year. Discover what else is new for contribution and gifting limits in 2025....
529 Plan: A College-Savings Vehicle | Charles Schwab
A 529 plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work.
SchwabSafe® is a collection of security measures designed to help keep your personal and financial information safe online.
Tax Efficient Asset Location | Charles Schwab
Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.