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• What Are Leveraged & Inverse ETFs & ETNs & How Do They Work? | Charles Schwab

  Learn about the complexities of leveraged and inverse exchange-traded products (ETPs) and their potential risks and benefits.

• The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab

  philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work....

• Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab

  mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?...

• How to Plan for Estate Tax Uncertainties | Charles Schwab

  It's important to protect your heirs from estate tax uncertainties. Explore three types of trust that may help guard against future estate tax changes.

• How to Create a Credit Card Debt Exit Plan | Charles Schwab

  Millions of Americans feel trapped by credit card debt. You don't have to be one of them. Here's an exit strategy.

• How to Buy Bonds: A 3-Step Guide | Charles Schwab

  Wondering how to buy bonds? The bonds you choose should align with your risk tolerance and goals. Discover what to consider before buying any bond....

• Schwab SEP-IRA Basic Plan Document | Charles Schwab

  The purpose of this Plan is to provide, in accordance with its provisions, a Simplified Employee Pension plan providing benefits upon retirement for the individuals who are eligible to participate hereunder...

• Schwab Designated Beneficiary Plan Distribution Authorization Form | Charles Schwab

  Schwab of the death of the last surviving Designated Beneficiary Plan account holder and to instruct Schwab (and Schwab Bank, if applicable) on how to distribute the decedent’s total assets....

• How Grandparents Can Help Pay for College | Charles Schwab

  direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning....

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business....