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• Tax-Efficient Investing | Charles Schwab

  Tax-efficient investing can help you maximize your savings and improve the after-tax returns of your portfolio. Learn more about tax efficient investing.

• Options Exercise, Assignment & Expiration | Charles Schwab

  Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.

• 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.

• 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.

• Bollinger Bands: What They Are and How to Use Them | Charles Schwab

  Bollinger Bands help you identify sharp, short-term price movements and potential entry and exit points.

• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• Are Preferred Securities Still Attractive? | Charles Schwab

  The higher yields preferred securities currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.

• Request a Required Minimum Distribution From Your Schwab IRA | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your account. (Do not use this form for Inherited RMD's. Use the Request an IRA Distribution Form.)

• Securities Alerts | Charles Schwab

  Set security alerts in your account to notify you of trading and investing opportunities.

• Automatic Investment Plan Application | Charles Schwab

  Please complete this form, sign it, and return it to Schwab. You can either complete it online or print a copy and fill it out by hand.