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• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• Making the Most of Your 401(k) in Your 20s | Charles Schwab

  Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

• Patrick Means | Charles Schwab

  fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation....

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• Strategy - Wealth Management | Charles Schwab

  family by our Private Client Advisors. wealth management, wealth advisor, comprehensive financial planning, comprehensive wealth management, family wealth advisors...

• Estate Planning Attorney | Charles Schwab

  Get tips on how to find an experienced estate planning attorney, the right questions to ask, and how to prepare ahead of time....

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.

• 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.

• Why Diversification Matters | Charles Schwab

  Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.

• 2024 Tax Reference Guide | Charles Schwab

  This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2024....