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• Should You Consider a Roth 401(k)? | Charles Schwab

  With their tax-free earnings and large contribution limits, Roth 401(k)s could be a useful addition to the retirement-savings toolbox.

• Should You Start Giving Money to Your Heirs Now or Leave a Bequest? | Charles Schwab

  Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

• 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....

• Should You Consider an Adjustable-Rate Mortgage? | Charles Schwab

  Adjustable-rate mortgages are on the rise—but are they right for you?

• Should You Stay Invested During a Market Downturn? | Charles Schwab

  Learn how diversifying your portfolio and having a long-term perspective could help you stay invested during a market downturn....

• Dos and Don'ts When You Get an Inheritance | Charles Schwab

  If you receive an inheritance, take time to review your financial picture before you start spending. Read this article for five dos and don'ts....

• Yes, You Can Give Meaningfully on a Budget | Charles Schwab

  Feeling charitable but on a budget? Here are meaningful ways to support causes important to you and still stay within your means....

• When You Start Saving for Retirement Matters | Charles Schwab

  When you start saving for retirement is a key factor in meeting your retirement goals. Discover how you can best prepare for the future, at any age....

• Roth vs. Traditional IRAs: Which Is Right for You? | Charles Schwab

  requirements, including eligibility and contribution limits. Here’s a guide to help you decide which may be better for you....

• To Know What You Know | Charles Schwab

  In a great bit of irony, to truly know if you're good at something, you have to be good at it already....