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• How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab

  Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

• Charles Schwab Challenge | Schwab Golf

  Throughout the Colonial Country Club’s history, we’ve witnessed incredible moments that have defied odds and defined careers. Since 1946, this tournament has hosted some of the game’s true icons. To honor the storied histories of both the tournament and Schwab, we award the winner with something that feels equally iconic. Each year, the players aren’t just competing for the Leonard Trophy and the classic tartan jacket—they’re also vying for the chance to drive away in a classic prize that’s truly one-of-a-kind.

• Qualified Retirement Plan (QRP) Distribution Request Form | Charles Schwab

  Please carefully read the QRP Distribution Notice included with this form, which contains important information about your distribution.

• Investment Planning | Sample Scenarios

  Learn more about how Schwab Wealth Advisory helps clients feel confident with investment and tax planning strategies.

• StreetSmart Edge® to thinkorswim® Part 2 | Charles Schwab

  This video will familiarize you with the thinkorswim® platform so you can take advantage of your favorite features and functions of StreetSmart Edge® when using thinkorswim.

• Company Retirement Account Participant Application | Charles Schwab

  Use this form to establish separate brokerage accounts for each participant in your retirement plan.

• Financial Considerations of Moving Abroad | Charles Schwab

  More and more Americans are living abroad. Learn about visas, banking, taxes, health care, estate planning, and other considerations before making the move.

• Wealth Management | Sample Scenarios

  Explore how Schwab Wealth Advisory's wealth management professionals can help clients understand and optimize finances during retirement.