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• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• 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....

• Cryptocurrency Investing | Cryptocurrency Investment Types | Charles Schwab

  Learn what is cryptocurrency and how Schwab provides ways to gain exposure to cryptocurrency markets.

• How to Maximize Travel Points | Charles Schwab

  The Points Guy shares tips for making the most of your travel perks.

• What's an ETF and How Do ETFs Work? | Charles Schwab

  Wondering what's an ETF and how do ETFs work? Learn how income-producing ETFs can potentially help contribute to retirement income and your financial goals.

• Certificate of Deposit | Charles Schwab

  A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.

• 4 Borrowing Strategies to Consider for Big Expenses | Charles Schwab

  Using debt strategically, and wisely, can help you achieve important financial goals or cover an unexpected expense. Learn about four loan types.

• 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 Should Be on Your Wealth Management Watch List This Year? | Charles Schwab

  It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?...

• Company Retirement Account Participant Application | Charles Schwab

  Use this form to establish separate brokerage accounts for each participant in your retirement plan.