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• Taxes | Charles Schwab

  Get answers to tax-filing questions and find out how year-round tax planning may help you save and build more wealth over time

• Options | Charles Schwab

  Learn about options trading, from how to place your first options trade to more advanced topics.

• Statement of financial condition | Charles Schwab

  Home Loans & Rates Pledged Asset Line Credit Cards

• Planning & Retirement | Charles Schwab

  Prepare for financial milestones and events

• Save on Taxes with Qualified Charitable Distributions | Charles Schwab

  QCDs can be an effective way to give to charity as well as reduce your tax bill, since they are excludable from taxable income.

• Insights & Education | Charles Schwab | Charles Schwab

  Keeping you at the forefront of modern investing

• Awards and Industry Recognition | Charles Schwab

  Winning awards starts with winning client satisfaction. Our dedication to serving clients has earned us top rankings in the industry.

• Budgeting | Charles Schwab

  Find ways to manage your cash flow and debt.

• Fees | Charles Schwab

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

• SARs | Charles Schwab

  Learn about stock appreciation rights (SARs), a form of equity compensation tied to your company’s stock performance over a specific period.