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• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

• What Is Dollar-Cost Averaging? | Charles Schwab

  Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.

• Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab

  Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes.

• Backdoor Roth: Is It Right for You? | Charles Schwab

  If your income is too high for a Roth IRA, there's another way in—but it comes with some caveats. Learn more about the backdoor Roth and the tax implications of using one.

• Personalized Approach - Wealth Management | Charles Schwab

  Your financial planning should be as unique as you are. Your Private Client Advisor will work closely with you to understand your needs and goals and create a personalized wealth management plan.

• What Is a Securities-Based Line of Credit? | Charles Schwab

  A securities-based line of credit allows you to borrow against the value of stocks and bonds in your nonretirement portfolio. Learn if a SBLOC is right for you.

• ETF Selection Process | Charles Schwab

  ETFs are the building blocks of Schwab Intelligent Portfolios. View Exchange-Traded Funds available through SIP.

• Using Bond Ladders for Income | Charles Schwab

  Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.

• Customize Platform Appearance on thinkorswim® | Charles Schwab

  Customize the color scheme and font size on thinkorswim®.

• What is a Micro E-Mini Future? | Charles Schwab

  Micro E-mini futures offer traders exposure to four leading U.S. stock indexes in bite-size contracts.