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• 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....

• Can You Really Live on a Cruise Ship? | Charles Schwab

  Making a home aboard an ocean liner may sound like a dream for some retirees. Explore the pros and cons of living a life on the seas....

• 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....

• What are Stock Sectors? 11 Stock Market Sectors Explained | Charles Schwab | Charles Schwab

  What are stock sectors? Learn about the 11 stock market sectors developed by the Global Industry Classification Standard (GICS) and how to consider using them.

• Investing in Long- or Short-Term Rentals | Charles Schwab

  Deciding whether to list your home or investment property as a long- or a short-term rental? Find out what to consider....

• What is Property and Casualty Insurance? A Guide | Charles Schwab

  types of property and casualty insurance and how they could protect you in the event of damage to your home, car, business, or valuables....

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies....

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One? | Charles Schwab

  How did one woman honor her twin sister through a charitable gift?

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks....