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• Is a Schwab Personal Defined Benefit Plan Right for You? | Charles Schwab

  Here are answers to some questions you may have about a Schwab Personal Defined Benefit Plan.

• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids.

• The Case for Actively Managed Bond Funds | Charles Schwab

  Actively managed bond funds have historically outperformed the broader bond market. Discover how they work and what to consider when researching them.

• How to place a wire transfer with Schwab Bank | Charles Schwab

  Learn how to wire funds from your Schwab bank account.Bank wire transfer

• How to reinvest dividends | Charles Schwab

  Discover how to find equities that pay dividends and learn how you can reinvest them.

• When Do You Need Umbrella Insurance? | Charles Schwab

  Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.

• What Makes the U.S. Bond Market Appealing Now? | Charles Schwab

  Worried about portfolio volatility but think you missed the peak opportunity for bonds? Find out what's happening in the bond markets and how you can still capture a good rate.

• Buying a House? What to Know About Down Payments | Charles Schwab

  Housing prices may be stubbornly high, but the financial guidelines for putting together a down payment still apply.

• Introducing Choiceology with Dan Heath | Charles Schwab

  You're not as rational as you think. In this new podcast, bestselling author Dan Heath performs forensic analysis on decision making. You'll hear real stories, learn from top experts, and witness informal experiments that demonstrate the mistakes we too often make.

• Tax Bill or Tax Refund? Find Out Why | Charles Schwab

  Did you get a tax refund or a tax bill when you filed? Learn why you got a refund or a bill, how to optimize your withholding, and prepare for next year.