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How Passing Assets to Parents Can Lower Taxes | Charles Schwab
Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.
The Schwab One® Custodial Account Info Sheet | Charles Schwab
A custodial account allows you to open an account in a child’s name and manage it, typically until the child reaches age 18 or 21 and takes full control of the account (or can be up to age 25, depending on state laws).
Tax-Efficient Investing: Why is it Important? | Charles Schwab
Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.
Before and After: Managing Social Security Taxes | Charles Schwab
Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.
Family Loans: Lend It or Give It Away? | Charles Schwab
Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.
Introduction to thinkorswim® Mobile for Android | Charles Schwab
Learn how to navigate and place trades on the thinkorswim® mobile app for Android.
Charles Schwab Investment Management, Inc. Disclosure Brochure | Charles Schwab
Charles Schwab Investment Management, Inc. Disclosure Brochure
Do You Need a Financial Advisor? | Charles Schwab
A financial advisor can help you navigate the complex world of investing. But how do you know which advisor is right for you?
Why Buy a Mutual Fund | Charles Schwab
Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.
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.