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• Trust, Estate & Charitable Accounts | Charles Schwab

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

• Demystifying Medicare for Retirement | Charles Schwab

  Medicare exposes many retirees to higher-than-expected out-of-pocket expenses. Compare your Medicare options and help reduce out-of-pocket costs....

• Managing the Cost of Long-Term Care | Charles Schwab

  The cost of long-term care (LTC) can be significant. Prepare for LTC expenses in retirement by considering two ways to pay: self-funding or insurance....

• Education Savings Account | Charles Schwab

  Education Savings Account can supplement a 529 College Savings Plan and help you pay for education expenses from kindergarten through college....

• How to Search for Funds on Schwab.com | Charles Schwab

  have to be overwhelming. Watch to learn how to use ETF and Mutual Fund Screeners to help find low-expense index funds....

• Saving for College: Custodial Accounts | Charles Schwab

  Custodial accounts may not offer the tax benefits of 529 plans, but they can be used for expenses that 529 plans don't cover. Learn the benefits and drawbacks....

• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate....

• 529 Plan: A College-Savings Vehicle | Charles Schwab

  plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work....

• Potential Long-Term Benefits of Investing HSA Funds | Charles Schwab

  Health savings accounts (HSAs) are for more than just routine medical expenses. Learn how to potentially grow your savings tax-free by investing HSA funds....

• ETF Fees and Associated Costs of ETF Investing | Charles Schwab

  informed investor: understand the fees and associated costs of ETF investing. Learn what additional expenses you can expect and how they compare....