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• Want to Downsize Your Home? Here’s What to Know | Charles Schwab

  Moving to a smaller house as you near retirement can have many financial advantages. Here’s what you should consider from a tax perspective.

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  Knowing about different IRA rules can help you make better decisions about which type of retirement account best suits your situation.

• Choosing the Right Charitable Trust for You | Charles Schwab

  Charitable lead trusts and charitable remainder trusts can help satisfy both philanthropic and financial goals. Consider which charitable trust is best for you.

• What Happens When Interest Rates Rise? | Charles Schwab

  Why do bond prices fall when interest rates rise? Learn more about the effects interest rates and bond prices can have on a portfolio.

• What Happens to My Equity Award If I Quit? | Charles Schwab | Charles Schwab

  Wondering what will happen to your equity compensation if you leave your company? Learn what happens to vested and unvested equity if you quit or are fired.

• How to Protect Yourself From Check Fraud | Charles Schwab

  Criminals are going back to basics with paper check scams. Discover three steps to help protect yourself against check fraud.

• 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.

• Trustee vs. Beneficiary: 3 Ways to Reduce Conflict | Charles Schwab

  Conflicts between beneficiaries and trustees could lead to a legal battle. Learn three ways to help keep the peace when setting up a trust.

• Social Security: A Smart Part of Financial Planning | Charles Schwab

  Your Social Security contributions can total hundreds of thousands of dollars over your career. How can you make focused decisions to maximize and protect your future benefits?

• How to Invest in AI | Charles Schwab

  When it comes to investing in artificial intelligence, a handful of companies may come to mind, but there's more to learn about investing in AI than the big tech names.