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• Charitable Donations: The Basics of Giving | Charles Schwab

  Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support....

• Durable Power of Attorney For All States Except New York and Pennsylvania

  APP114024AL-01-01

• Pacific Odyssey® Advantage Variable Annuity | Charles Schwab

  Learn how the Pacific Odyssey® Advantage Variable Annuity can help you generate steady retirement income while you continue to invest your retirement savings....

• What is a Rollover IRA? | Charles Schwab

  A rollover IRA is an account that allows you to move funds from an old employer-sponsored plan, like a 401(k), to an IRA. Get started with Schwab today.

• 'Muddiness' & Uncertainty in the Markets (With Cameron Dawson) | Charles Schwab

  Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction....

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S....

• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

  Create a target portfolio to assess your own portfolio's health in Portfolio Checkup.

• Can Small Caps Bounce Back? | Charles Schwab

  Small-cap stocks tend to offer greater growth potential than large-cap stocks. Discover how interest rates, inflation, and investor sentiment affect small caps....

• Schwab Trading Activity Index™ (STAX) | Charles Schwab

  Learn how the Schwab Trading Activity Index (STAX) tracks investor sentiment in the market over time and how you can use it as a powerful investing guide....

• Investment Planning | Sample Scenarios

  Learn more about how Schwab Wealth Advisory helps clients feel confident with investment and tax planning strategies....