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What to Know About Trading Futures Options | Charles Schwab
When trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks.
Coverdell Education Savings Accounts Guide | Charles Schwab
Coverdell Education Savings Accounts (ESAs) can provide more flexible investing options compared to 529 plans. Discover the differences between ESAs and 529s.
A Straddle Option vs. a Strangle Option | Charles Schwab
A straddle option and strangle option are strategies for advanced traders to get volaility exposure. Learn more about how they work.
Schwab 529 Education Savings Plan Additional Contribution Form | Charles Schwab
Complete this form to make additional contributions to your Schwab 529 Plan Account by check or rollover.
By enrolling in Schwab MoneyLink, you will establish a standing authorization to request electronic funds transfers from your Schwab account to your 529 account.
How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab
Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.
Tax Strategies for Donating Equity Awards | Charles Schwab
Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.
Schwab Futures and Forex daily Forex obligation February 2025 | Charles Schwab
What is Cost Basis and How Does It Work? | Charles Schwab
What is cost basis? Whether you're a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here's what to know.
Tax-Smart Ways to Gift Stock | Charles Schwab
Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.