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• ETF Investing at Schwab | Charles Schwab | Charles Schwab

  Whether you’re looking for low-cost Schwab ETFs or a broad selection of options, we help you find investments that may strengthen and diversify your portfolio.

• Depreciation Recapture and Rental Property Taxes | Charles Schwab

  Depreciation on income property can offer a tax break—until you sell the asset. Learn how depreciation recapture works and ways to help manage it.

• 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.

• Moving in Together? Have the Money Talk First. | Charles Schwab

  Moving in with your romantic partner to save money? Here are three things to talk about before you share an address.

• Yes, You Can Give Meaningfully on a Budget | Charles Schwab

  Feeling charitable but on a budget? Here are meaningful ways to support causes important to you and still stay within your means.

• 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.

• 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.

• What are Inherited and Custodial IRAs? | Charles Schwab

  If you're an IRA beneficiary, you have options for what to do with the account. Learn more about inherited and custodial IRAs. Talk to a financial advisor today.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.

• Before and After: Managing Social Security Taxes | Charles Schwab

  Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.