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Tax Strategies for Donating Life Insurance | Charles Schwab
If you no longer need your permanent life insurance, donating it to charity can help save on taxes. Consider three tax strategies for gifting your life insurance.
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.
Roth vs. Traditional IRAs: Which Is Right for You? | Charles Schwab
Traditional and Roth IRAs have distinct requirements, including eligibility and contribution limits. Here’s a guide to help you decide which may be better for you.
Schwab Millburn Branch | Charles Schwab
Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Millburn, NJ branch. Contact or visit us today.
ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab
Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.
Complex exchange-traded products (ETPs) | Charles Schwab
Learn about the benefits and potential risks of Complex ETPs.
Master Limited Partnerships (MLPs) | Charles Schwab
MLPs (Master Limited Partnerships) are public partnerships that can trade on national securities exchanges. Learn what an MLP is, including the types of MLPs.
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.
Costly 529 College-Saving Mistakes | Charles Schwab
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.
Estate Planning for People With No Heirs | Charles Schwab
Deciding who receives your money and property once you die is crucial to estate planning. Learn what to do with your estate when its inheritor isn't obvious.