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Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother.
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.
How Can You Preserve Your Assets for Your Heirs? | Charles Schwab
Austin Jarvis speaks with Mark Riepe about the complications of estate taxes—and what you can do if the estate tax exemptions change in 2026.
Take advantage of the award-winning thinkorswim® platform suite and all its cutting-edge tools, now exclusively at Schwab.
What's in the Federal Reserve's Toolbox? | Charles Schwab
The Fed works to ensure maximum employment and stable prices. Discover four monetary-policy tools the Fed uses that affect interest rates and the stock market.
How Traders Can Apply Margin | Charles Schwab
There are several ways traders can use margin in their trading. Factors for how a trader uses margin include a trader's objectives, risk tolerance, and the products they trade.
What to Know About Catch-Up Contributions | Charles Schwab
SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k).
Custodial Account Transfer | Schwab One® Custodial Account | Charles Schwab
Find a wealth of resources to help you better understand how to manage and plan for financial well-being.
Countdown for Gift and Estate Tax Exemptions | Charles Schwab
Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.
What is Thematic Investing? | Charles Schwab
From AI to green energy to the space economy, thematic investing makes it easier to invest in ideas and trends. Learn more about thematic investing.