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• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate....

• How Can Vertical Spreads Help Your Strategy? | Charles Schwab

  Vertical spreads could change your risk profile and margin requirements. Find out how vertical spreads can impact a margin-approved traders' options strategy....

• How Can You Make the Most of Your IRA Nest Egg? | Charles Schwab

  What's the best way to shift your mindset when it's time to withdraw from your IRA?

• Wondering Where to Stash Your Cash? Start Here. | Charles Schwab

  There are lots of places to stash your cash, but it's not one-size-fits-all. It pays to choose carefully....

• Is It Time to Reboot Your New Year's Resolutions? (Rebroadcast) | Charles Schwab

  you too overwhelmed to set resolutions? In either case, we have some helpful strategies to reboot your New Year's resolutions or get started on some new goals....

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• 3 Strategies to Help Ease Your RMD Tax Burden | Charles Schwab

  Required minimum distributions (RMDs) from your retirement plan account can take a toll on your tax bill. Consider these strategies to help reduce the sting....

• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds....

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward....

• Should You Add Life Insurance to Your Estate Plan? | Charles Schwab

  Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance....