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• Not-for-Profit vs. Nonprofit: How to Choose a Charity | Charles Schwab

  There are many ways to give back. Start by understanding the differences between nonprofit and not-for-profit organizations, and then do your research to be sure your money will be used for maximum impact.

• Investment Expense: What's Tax Deductible? | Charles Schwab

  The IRS allows various tax deductions for investment-related expenses, if they're related to taxable investment income. Find out if your expenses qualify.

• 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.

• SEP-IRA Employer's Agreement With Schwab | Charles Schwab

  Read, complete, sign and return this form with your Adoption Agreement (or IRS Form 5305-SEP). Keep a copy for your files.

• How to go paperless | Charles Schwab

  Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.Read PDF: Go Paperless

• Your Visa Card Guide to Benefits | Charles Schwab

  For more information about the benefits described in this Guide, call the customer service number listed for the Benefits Administrator.

• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

• LEAPS Call Options: Stock Alternative? | Charles Schwab

  LEAPS, or long-term equity anticipation securities, are options with expirations longer than nine months. LEAPS calls can be traded as a leveraged stock alternative strategy.

• Calculate the Sharpe Ratio to Gauge Risk | Charles Schwab

  Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

• Trading Options on Spot Bitcoin ETFs | Charles Schwab

  Options trading on bitcoin ETFs opens up new trading possibilities for traders interested in cryptocurrencies.