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• How to Use Advanced Stock Order Types | Charles Schwab

  Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment....

• How to Include Pets in Estate Planning | Charles Schwab | Charles Schwab

  Many people overlook in their estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone.

• Retirement Planning by the Decade: A Savings Guide | Charles Schwab

  Retirement planning looks different depending on the season of life you're in. Discover how to approach your most important savings goal—one decade at a time....

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• How Much Inheritance Is Too Much? | Charles Schwab

  Passing wealth to the next generation can create security and opportunity, but the amounts and methods for your giving should be informed by the financial skills and goals of the recipients.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• How to use Schwab Assistant | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.