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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.
Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab
Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.
Social Security: A Smart Part of Financial Planning | Charles Schwab
Your Social Security contributions can total hundreds of thousands of dollars over your career. How can you make focused decisions to maximize and protect your future benefits?
Smart Beta ETFs | Charles Schwab
What are smart beta ETFs and are they right for you? Learn about their benefits and risks as well as the rules associated with them....
Do Investing Pros Make Smart Buy and Sell Decisions? | Charles Schwab
Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.
Learn about tax-smart strategies, including when to use tax-advantaged vs. taxable accounts, how to manage taxes on investments, and how to time your retirement withdrawals....
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions....
Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab
Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes.
What Is an IRA? | Charles Schwab
Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ...
Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis....