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Tax-Efficient Investing: Why is it Important? | Charles Schwab
Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.
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....
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....
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....
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?