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Choosing the Right Charitable Trust for You | Charles Schwab
Charitable lead trusts and charitable remainder trusts can help satisfy both philanthropic and financial goals. Consider which charitable trust is best for you.
How Much "Tech" Do You Own? | Charles Schwab
Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.
What's the 10-Year Outlook for Major Asset Classes? | Charles Schwab
Inflation, interest rates, geopolitics, and other factors often affect the market. Read our 10-year outlook for stocks, bonds, and other major asset classes.
What is a 401(k) and How Does It Work? | Charles Schwab
What is a 401(k)? How does a 401(k) work? Learn how these retirement plans work and get answers to questions on contribution limits, distributions, and more.
Paying for College | Charles Schwab
If you’re paying for college, tap into all potential funding sources: college savings accounts, scholarships, and financial aid; and see how aid requests are evaluated.
How to Write a Legacy Love Letter | Charles Schwab
Crafting a legacy letter to your loved with your estate-planning information and rationale for your choices can help ease their burden when you pass.
When You Start Saving for Retirement Matters | Charles Schwab
When you start saving for retirement is a key factor in meeting your retirement goals. Discover how you can best prepare for the future, at any age.
How to Stay on Top of Your Retirement Savings | Charles Schwab
Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.
Required Minimum Distributions: What's New in 2025 | Charles Schwab
Planning ahead for required minimum distributions (RMDs) can help you manage retirement income and potential tax consequences. Learn about RMD rules for 2025.
Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.