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• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• Add Checkwriting and Visa® Debit Cards to Your Schwab One® Account

  APP60701-05

• 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....

• Taxes | Charles Schwab

  Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions....

• Schwab One® Custodial Account | Charles Schwab

  is a Schwab One® Custodial Account? It is a brokerage account that allows you to make a financial gift to a minor and help teach them about investing....

• Charitable Giving | Charles Schwab

  Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations....

• Austin Jarvis | Charles Schwab

  provides analysis and insights on topics including foundational estate planning concepts, estate, gift and generation-skipping considerations, advanced charitable strategies, business succession, asset...

• Margin Requirements & Interest Rates | Charles Schwab | Charles Schwab

  Margin loans can be more cost-effective than lending options like credit cards, but they follow specific rules. Explore Schwab’s margin rates and requirements....

• Avoiding the Three-Year Rule When Using an ILIT | Charles Schwab

  Gifting life insurance to an irrevocable life insurance trust (ILIT) could trigger the IRS's three-year rule—and taxes. Learn how to avoid an IRS clawback....

• Paper Trading | Charles Schwab

  paper trading experience that allows you to practice your strategies without putting real money on the line....