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• Tax-Planning Strategies to Consider Before Year-End | Charles Schwab

  From maximizing tax-advantaged savings accounts to donating to charity, you can still make strategic tax moves before year-end. Explore ways to help save on your 2024 taxes.

• Is Social Security Taxable? 4 Ways to Minimize Taxes | Charles Schwab

  Is Social Security taxable? Above a certain income threshold, it can be. Learn more and discover four ways to help minimize taxes on your benefits.

• Investing Basics: Frequently Asked | Charles Schwab

  Do you have questions about investing? Here are Charles Schwab’s frequently asked questions about how to invest.

• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.

• Getting Started with Options | Charles Schwab

  In this video, we explore buying long call options, the first of the four building blocks upon which all options trades are constructed.

• International Stocks: How and Why to Invest | Charles Schwab

  International stocks can expose you to emerging markets but may lead to more risk. Learn about Schwab's view on how and why to invest in international stock.

• Using Breadth to Track Trend Strength or Weakness | Charles Schwab

  Various measures of market breadth can track how strong or weak a current market trend might be. Learn how to follow this indicator.

• Education Savings Account (ESA) Designated Beneficiary/Authorized Person LOA Form | Charles Schwab

  This form allows you to: request a transfer of ownership to a previously named Successor Designated Beneficiary; name or update the SDB to the existing ESA account; name a successor Authorized Person to act in the event of the incapacitation, death or resignation of the current Authorized Person.

• How to transfer securities between accounts | Charles Schwab