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• 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.

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• Trading Stocks in an International Brokerage | Charles Schwab

  Foreigners can invest in U.S. stocks by opening a U.S.-based brokerage account. Be aware of tax documentation that may be required for an international brokerage account.

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S.

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.

• Products | Charles Schwab

  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.

• thinkorswim Guest Pass | Charles Schwab

  Try thinkorswim for 30 days with a Guest Pass. No Schwab account required.

• A rewarding retirement plan for your small business? | Charles Schwab

  Aside from the thrill of answering only to yourself, running your own small business can offer some very real perks. Perhaps the most significant is that you can set up a small business retirement plan.

• Protective Put: Understanding the Strategy | Charles Schwab

  Protective puts are one way to hedge stocks against a large price drop. Learn why factors like time decay and volatility should be considered for this strategy.

• "Yen-Carry" Anniversary Nears, but Worries Fade | Charles Schwab

  A repeat of last August's "yen-carry" market upheaval isn't likely on the schedule, due in part to a shift in positioning by investors. Here's why.