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• The Case for Actively Managed Bond Funds | Charles Schwab

  Actively managed bond funds have historically outperformed the broader bond market. Discover how they work and what to consider when researching them.

• An Overview of the 1099 Composite Tax Form | Charles Schwab

  Learn which types of brokerage accounts typically generate a 1099 composite tax form. Plus, find out when to expect your brokerage 1099 tax form.

• Customize Platform Appearance on thinkorswim® | Charles Schwab

  Customize the color scheme and font size on thinkorswim®.

• When Do You Need Umbrella Insurance? | Charles Schwab

  Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.

• Taxable Income | Schwab

  Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.

• Introducing Choiceology with Dan Heath | Charles Schwab

  You're not as rational as you think. In this new podcast, bestselling author Dan Heath performs forensic analysis on decision making. You'll hear real stories, learn from top experts, and witness informal experiments that demonstrate the mistakes we too often make.

• IRA/ESA Divorce Transfer Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a transfer of interest from one IRA or ESA account to a spouse’s or an ex-spouse’s IRA or ESA account as a result of a divorce decree or separation instrument.

• Online Security Checklist | Charles Schwab

  We consider your account security to be a partnership between you and Schwab.

• The Schwab One® Custodial Account Info Sheet | Charles Schwab

  A custodial account allows you to open an account in a child’s name and manage it, typically until the child reaches age 18 or 21 and takes full control of the account (or can be up to age 25, depending on state laws).

• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids.