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• Stop Orders: Mastering Order Types | Charles Schwab

  Stop orders can help traders gain more control of their trade objectives. Learn what a stop order is, how it works, and when you might consider using one.

• Sector ETFs | Charles Schwab

  Are you new to sector ETFs or want to learn which sectors you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style.

• 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.

• Why Buy a Mutual Fund | Charles Schwab

  Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.

• How to Pay Off Student Loans | Charles Schwab

  Wondering how to pay off student loans? Here are some tips to consider that can potentially help you reduce or eliminate your student loan debt.

• Trustee Change for S1 and IC | Charles Schwab

  This Trustee Change Form can be used to add and/or remove Trustees on a Schwab One Trust account, a Schwab Brokerage Trust account, a Schwab One International Trust account, or a Schwab Inherited IRA for a trust beneficiary.

• Net Investment Income Tax | Schwab

  As an investor, you may owe an additional 3.8% tax called net investment income tax (NIIT). But you’ll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over the IRS threshold.

• How to Start a Scholarship Fund | Charles Schwab

  Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.

• Megan Lee | Financial Consultant in CA | Charles Schwab

  Megan Lee is a Financial Consultant at Charles Schwab serving San Ramon, CA. Request an appointment or contact us today to speak with a financial consultant.

• Anny Chien | Financial Consultant in CA | Charles Schwab

  Anny Chien is a Financial Consultant at Charles Schwab serving Irvine, CA. Request an appointment or contact us today to speak with a financial consultant.