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• Tax-Planning Strategies to Consider Before Year-End | Charles Schwab

  From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.

• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.

• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

• Using Futures to Hedge Against Market Downturns | Charles Schwab

  Learn how futures contracts can help experienced traders and investors manage portfolio risk, including the use of a beta-weighted hedging strategy.

• Trading Long Calls and Puts on thinkorswim® Web | Charles Schwab

  In this video, we'll show you how to trade long calls and long puts using thinkorswim® web.

• Should You Start Giving Money to Your Heirs Now or Leave a Bequest? | Charles Schwab

  Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

• What Can You Do If Your Retirement Plan Gets Off Track? | Charles Schwab

  Some people start to take unnecessary risks when their portfolio gets off track. What are other options?

• Schwab Intelligent Income™ | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.

• Wealth Management & Investment Services | Charles Schwab

  Use Schwab's personal wealth management and investment services to help you manage your wealth, pursue your financial goals, and transfer your estate to future generations.