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• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation....

• Should Gig Workers Use a Roth IRA? | Charles Schwab

  Even if you don't have an employer sponsored retirement plan, it's still important to save for your future....

• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate....

• Small Business Retirement Tools and Resources | Charles Schwab

  Get help determining which of Schwab's small business retirement plans is right for you with our calculators, tools, and plan fact sheets....

• 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.

• https://www.schwab.com/public/file/P-1908443

  Item # SLS38278-01.indd Job # Page # CC0010713 1 of 2 Spellcheck: Yes Color Seps: No Fold Dummy: No Round 5 Last Modified 3-17-2015 8:20 AM TE A M Studio Prev. Studio Yates, John Pitalo...rvices. Family loss Action plan checklist Item # SLS38278-01.indd Job # Page # CC0010713 2 of 2 Spellcheck: Yes Color Seps: No Fold Dummy: No Round 5 Last Modified 3-17-2015 8:20 AM TE...

• Schwab Wealth Advisory - Wealth Management | Charles Schwab

  Schwab Wealth Advisory provides you with a personalized approach to wealth management and wealth planning with you at the center....

• Trust, Estate & Charitable Accounts | Charles Schwab

  Schwab can help with estate planning—whether it's consolidating assets, buying and selling securities, or managing cash flow to cover expenses and pay taxes....

• Estate Planning | Charles Schwab

  See why everyone needs an estate plan, and how formalizing your plan now can make things easier for your loved ones in the future....

• A Primer on Selling Options | Charles Schwab

  Selling options can be risky. Learn the basics of shorting options, including how to sell put options, what a short call option is, and more.