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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 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?

• 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....

• 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....

• 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....

• A rewarding retirement plan for your small business? | Charles Schwab

  Aside from the thrill of answering only to yourself, running your own small business can offer some very real perks. Perhaps the most significant is that you can set up a small business retirement plan...