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Saving for College: Custodial Accounts | Charles Schwab
Custodial accounts may not offer the tax benefits of 529 plans, but they can be used for expenses that 529 plans don't cover. Learn the benefits and drawbacks.
Estate Planning for Unmarried Couples | Charles Schwab
More people are opting to live with their significant other without tying the knot. Learn how unwed partners can achieve the same legal protections as spouses.
What Matters in Corporate Real Estate (With Al Rabil) | Charles Schwab
Liz Ann Sonders interviews Kayne Anderson CEO Al Rabil about the state of the corporate real estate market.
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.
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.
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.
Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.
What Is a Fiduciary? Duties and Risks | Charles Schwab
Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.
How to Pick an Administrator for Your Estate | Charles Schwab
With the key pieces of your estate plan in place, the next step is choosing the right party to carry out your wishes.
Fixed Income Investments for Retirement | Charles Schwab
A market downturn won't necessarily hurt fixed income holdings the way it hurts an equity portfolio. Learn more about fixed income investments for retirement.