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• Trading in Cash Accounts: Avoid These Violations | Charles Schwab

  Understanding the timing for setting transactions is important when trading with cash so that traders aren't hit with account restrictions.

• Request an IRA Distribution | Charles Schwab

  Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• Planning Priorities: Saving for Retirement and a Home | Charles Schwab

  Investing for retirement and saving for a down payment on a home often share the spotlight amongst financial goals. Working on either of them might feel like you have to pause the other, but making progress toward both targets can be doable with some basic financial planning.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• Exchange-Traded Notes: The Facts and the Risks | Charles Schwab

  Exchange-traded funds (ETFs) have been around since 1993, and there's no doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of.

• Is a High-Yield Maturity Wall Coming? | Charles Schwab

  High-yield bond issuers face a wall of debt maturing over the next four years. Learn what a maturity wall could mean for the high-yield bond market.

• Trading Stocks in an International Brokerage | Charles Schwab

  Foreigners can invest in U.S. stocks by opening a U.S.-based brokerage account. Be aware of tax documentation that may be required for an international brokerage account.

• Maria del Mar Escalona | Financial Consultant in PR | Charles Schwab

  Maria del Mar Escalona is a Financial Consultant at Charles Schwab serving San Juan, PR. Request an appointment or contact us today to speak with a financial consultant.

• New Year's Financial Resolutions | Charles Schwab

  Here are 5 steps we encourage investors to consider taking to help boost their financial fitness. Learn about budgeting, debt management, and estate planning.