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• Credit Card FAQs | Charles Schwab

  Get answers to frequently asked questions about Charles Schwab Cards from American Express.

• 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.

• 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....

• 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....

• Can Upstream Gifting Help Reduce Estate Taxes? | Charles Schwab

  Gifting assets to older generations may offer multiple advantages. Learn what upstream gifting is, how it works, and whether you should consider this strategy....

• Saving and Investment Gifts for the Next Generation | Charles Schwab

  Looking for a gift with the potential to keep on giving? Learn more about saving and investment gifts like stock shares and tuition contributions....

• 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....

• 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.