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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.
College Savings Calculator | Charles Schwab
Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.
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.
3 Ways to Transfer Your Business | Charles Schwab
For business owners, retirement planning should include decisions about their company's future. Here are some business succession strategies to consider.
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.
Important Information About the Simplified Employee Pension Plan (SEP-IRA Plan) | Charles Schwab
These instructions are designed to help you, the Employer, along with your attorney and/or tax advisor, complete the Adoption Agreement to establish your Schwab SEP-IRA plan.
Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab
Use this form if you do not want to include investment advisory products as an investment choice under your plan.
Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab
Complete this form to designate or change a Financial Professional on your account.
How to create a customized watchlist on Schwab Mobile | Charles Schwab
Create and edit a customized view of your watchlists on the Schwab Mobile app.
529 Plan: A College-Savings Vehicle | Charles Schwab
A 529 plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work.