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• Theta Decay in Options Trading | Charles Schwab

  What does theta decay in options trading mean? Learn about theta's role in options trades and three trading strategies that target time decay.

• 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 Stock Slices®—Give the Gift of Ownership | Charles Schwab

  Teach someone you care about the power of investing. With Schwab Stock Slices®, you can use the funds you deposited into their custodial account to purchase fractional shares for them.

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• How to Create a Credit Card Debt Exit Plan | Charles Schwab

  Millions of Americans feel trapped by credit card debt. You don't have to be one of them. Here's an exit strategy.

• What is Performance Stock (PSUs and PSAs)? | Charles Schwab | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), including how to enroll and how they may impact your taxes.

• Not-for-Profit vs. Nonprofit: How to Choose a Charity | Charles Schwab

  There are many ways to give back. Start by understanding the differences between nonprofit and not-for-profit organizations, and then do your research to be sure your money will be used for maximum impact.

• Protective Life SecurePay SE Benefits Guide | Charles Schwab

  Protective Life offers SecurePay SE, an optional indexed annuity withdrawal benefit providing enhanced growth opportunities along with protected lifetime income.

• Sector Rotation: How the Economy Affects Stocks | Charles Schwab

  At certain points of the economic cycle, different sectors outperform. Learn more about how this may help you search for potential investment candidates.

• How to cancel a wire transfer | Charles Schwab

  Cancel a scheduled wire transfer right from Schwab.com.Read PDF: How to cancel a wire transfer