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• Charitable Remainder Trusts: What to Know | Charles Schwab

  trusts can provide a tax break and income for life. Learn the different types, how they work, how to maximize them, and how they're taxed....

• How to use Schwab Mobile Deposit™ | Charles Schwab

  Quickly & securely deposit checks into your account using the Schwab mobile app.

• How to Maximize Travel Points | Charles Schwab

  The Points Guy shares tips for making the most of your travel perks.

• How to Use Credit Cards Wisely | Charles Schwab

  Learn ways to effectively use credit cards to your advantage.

• How Much "Tech" Do You Own? | Charles Schwab

  Owning only the U.S. stock market likely means being overweight Tech. But Tech stocks don't always outperform. Investors may want to look outside the U.S. to be diversified.

• How to Plan Ahead for Taxes in Retirement | Charles Schwab

  Selecting tax-smart accounts may help your retirement savings last longer. Learn about tax-deferred accounts, Roth accounts, taxable accounts, and HSAs.

• How to monitor positions | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabFinancial Planning Offering How Much You Need to Retire Planning Calculators Complimentary

• How to Identify Stock Trend Changes | Charles Schwab

  Identifying potential changes in trends with highs and lows is important for every investor. Learn the basics in this video.

• How to Save for Multiple Financial Goals | Charles Schwab

  Saving can be hard to manage when you're juggling multiple savings goals, such as retirement and a down payment. Discover ways to work towards both.

• How to find my tax documents on Schwab Mobile | Charles Schwab

  Follow these instructions to access tax documents on Schwab Mobile Read PDF: Access tax documents on mobile