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• 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.

• 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.

• Should You Add Life Insurance to Your Estate Plan? | Charles Schwab

  Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance.

• Portfolio Management Checklist | Charles Schwab

  Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up.

• Gamma in Options: Learn How It Works | Charles Schwab

  Understanding options gamma can help traders better manage their stock options positions. Learn how options gamma works and three ways to manage gamma risk.

• Simple IRA | Establish Your Retirement Plan | Charles Schwab

  A SIMPLE IRA may be an easy and low-cost way to set up a retirement program. Maximize contributions for you and up to 100 employees. Learn more today!

• What is a Robo-Advisor: Debunking Myths | Charles Schwab

  What is a robo-advisor, and how do they work? Learn the truth behind robo-advisors—the modern method of automating your investing and debunk robo-advisor myths.

• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions.

• What is Property and Casualty Insurance? A Guide | Charles Schwab

  Learn about different types of property and casualty insurance and how they could protect you in the event of damage to your home, car, business, or valuables.

• CD or Treasury? Five Factors to Consider | Charles Schwab

  Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.