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• Investment Expense: What's Tax Deductible? | Charles Schwab

  The IRS allows various tax deductions for investment-related expenses, if they're related to taxable investment income. Find out if your expenses qualify....

• ETFs: Expense Ratios and Other Costs | Charles Schwab

  ETFs have expense ratios for managing the fund and trading costs, like commissions, bid/ask spreads, and discounts and premiums to NAV....

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

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

• How to Borrow Money Strategically for a Big Expense | Charles Schwab

  Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow....

• Fees | Charles Schwab

  Learn about costs associated with investing and trading and understand how fees and expenses may affect your investment returns....

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges...

• How Can You Save for College? | Charles Schwab

  What financial tools and strategies are available to those planning for college expenses?

• 6 Ways to Save Money When Traveling Abroad | Charles Schwab

  Don't let unnecessary expenses eat into your vacation budget.

• 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....