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• Important Information About the Simplified Employee Pension Plan (SEP-IRA Plan) | Charles Schwab

  These instructions are designed to help you, the Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement to establish your Schwab SEP-IRA plan.

• Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab

  Use this form if you do not want to include investment advisory products as an investment choice under your plan.

• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• 3 Ways to Transfer Your Business | Charles Schwab

  For business owners, retirement planning should include decisions about their company's future. Here are some business succession strategies to consider.

• Why Are Munis Attractive Right Now? | Charles Schwab

  Tariffs change directions again, and Cooper Howard discusses the appeal of municipal bonds.

• 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.

• What is Cost Basis and How Does It Work? | Charles Schwab

  What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.

• A Successful Failure: With Guests Cass Sunstein, Kirabo Jackson & Andrew Chaikin | Charles Schwab

  Using a checklist—it's such a simple idea, but it's one of the best ways to bring order to complexity and achieve results.

• Teaching Financial Literacy to Grandkids | Charles Schwab

  Learn four ways grandparents can pass along financial knowledge on to the next generation to create a lasting bond and to help foster financial literacy.

• Dividend Stocks: How to Research & Pick Them | Charles Schwab

  Dividend stocks could pump up total returns from your stock portfolio and generate extra income. Read how to research and pick dividend-paying stocks.