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• Avoiding the Three-Year Rule When Using an ILIT | Charles Schwab

  Gifting life insurance to an irrevocable life insurance trust (ILIT) could trigger the IRS's three-year rule—and taxes. Learn how to avoid an IRS clawback.

• Single Options on thinkorswim® mobile (iPhone) | Charles Schwab

  Learn how to buy and sell call and put options using the thinkorswim® mobile app for iPhone.

• Compare Our Intelligent Solutions | Charles Schwab

  Automated investing plus human help when you need it. Discover which solution is right for you.

• Washington: What to Watch Now | Charles Schwab

  Schwab's point of view on political and regulatory issues before Congress and elsewhere in Washington, D.C. that could potentially affect investors.

• Our Philosophy and What Matters in the Markets | Charles Schwab

  Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.

• Tax Strategies for Donating Life Insurance | Charles Schwab

  If you no longer need your permanent life insurance, donating it to charity can help save on taxes. Consider three tax strategies for gifting your life insurance.

• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.

• Investing Basics: Futures | Charles Schwab

  Gain a better understanding of futures trading and learn about the risks and benefits of leverage.

• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• Taxes 2024: 8 Things to Know Now | Charles Schwab

  With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.