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• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.

• Can Small Caps Bounce Back? | Charles Schwab

  Small-cap stocks tend to offer greater growth potential than large-cap stocks. Discover how interest rates, inflation, and investor sentiment affect small caps.

• How to Set Up thinkorswim® for Stock Trading | Charles Schwab

  In this tutorial, we'll demonstrate ways to set up the thinkorswim® desktop platform for stock trading.

• Wedding Guest Sticker Shock? Here's Help. | Charles Schwab

  With the cost of clothes, gifts, and travel, being a wedding guest could blow your budget. Here's how to enjoy the party and help avoid the financial pain.

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S.

• How to Maximize Travel Points | Charles Schwab

  The Points Guy shares tips for making the most of your travel perks.

• Futures Contract | Charles Schwab Futures and Forex

  Explore the components of futures contracts, along with some basic concepts such as mark-to-market, hedging with futures, and futures roll.

• Do You Have Enough for Retirement? | Charles Schwab

  Many retirees risk outliving their retirement savings. Learn how to plan for your retirement income needs to ensure you won't outlive your savings.

• Inherited IRA RMD Calculator: Optimize Withdrawals | Charles Schwab

  Estimate your inherited IRA's required minimum distribution (RMD) with Schwab's inherited IRA RMD calculator. Calculate your inherited IRA's RMD.