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What Happens During an IRS Audit? | Charles Schwab
As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.
How to Manage Finances After Losing a Spouse | Charles Schwab
Managing your finances after losing a spouse can feel overwhelming. Learn 7 financial steps you can prioritize to help you get your finances in order.
How Grandparents Can Help Pay for College | Charles Schwab
Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.
Trading Stocks in an International Brokerage | Charles Schwab
Foreigners can invest in U.S. stocks by opening a U.S.-based brokerage account. Be aware of tax documentation that may be required for an international brokerage account.
How Portability Can Help Minimize Estate Taxes | Charles Schwab
The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.
How to Maximize Travel Points | Charles Schwab
The Points Guy shares tips for making the most of your travel perks.
Boxed In: With Guests Sophie Morgan, Modupe Akinola & Dolly Chugh | Charles Schwab
One of the most common mental shortcuts we commit is making snap judgments about people and things based on limited information.
Bidder Beware: With Guests Max Bazerman & Glenye Cain Oakford | Charles Schwab
Suppose you just won a hotly contested auction. How likely is it that you got a good deal?
Home Lending: Refinancing, Cash-Out Refi & HELOC | Charles Schwab
Home lending options can open up new financial opportunities, including money for home improvements. Learn about refinancing, cash-out refis, HELOCs, and more.
"Yen-Carry" Anniversary Nears, but Worries Fade | Charles Schwab
A repeat of last August's "yen-carry" market upheaval isn't likely on the schedule, due in part to a shift in positioning by investors. Here's why.