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• Tax-Smart Ways to Gift Stock | Charles Schwab

  Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

• Your Guide to Bond Taxes | Charles Schwab | Charles Schwab

  Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.

• Financial Considerations of Moving Abroad | Charles Schwab

  More Americans are establishing second homes abroad. Learn more about visas, banking, taxes, health care, estate planning, and more before making the move.

• Learning Quest 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  Complete this form to start or change the allocation of your Payroll Deduction instructions on your existing Learning Quest 529 Plan Account(s).

• Is Bitcoin a Good Investment? | Charles Schwab

  Bitcoin and other cryptocurrencies have grown in popularity for years; now ETFs are available. If you're considering investing, here are some key things to know.

• Schwab Futures and Forex daily segregated requirements February 2025 | Charles Schwab

  Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education

• How to 'Summer-ize' Your Portfolio, Budget, & Life | Charles Schwab

  Summer markets can pose unique twists but also opportunities. Here are some investor need-to-knows before you head off for vacation.

• How to transfer funds out of your account | Charles Schwab

  Discover the different ways to transfer funds from your Schwab account.

• Inherited IRA Application for a Trust Beneficiary - Information and Instructions | Charles Schwab

  Use this application to open an Inherited IRA Account for a trust beneficiary.

• 529 Plan: A College-Savings Vehicle | Charles Schwab

  A 529 plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work.