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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.

• Susan Jones | Financial Consultant in FL | Charles Schwab

  Susan Jones is a Financial Consultant at Charles Schwab serving Tampa, FL. Request an appointment or contact us today to speak with a financial consultant.

• Scott Long | Financial Consultant in IL | Charles Schwab

  Scott Long is a Financial Consultant at Charles Schwab serving Chicago, IL. Request an appointment or contact us today to speak with a financial consultant.

• How to Trade Simple Moving Averages (SMAs) | Charles Schwab

  A simple moving average (SMA) can help traders identify when trends are established or broken. Here's how to employ simple moving averages in your own trading.

• How to place an order to cover short positions | Charles Schwab

  Follow these instructions to learn how to place an order to cover short positions on Schwab.com

• How to apply for margin borrowing | Charles Schwab

  Learn how to submit a margin funds application to trade with margin funds on Schwab.com.Margin borrowing

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• SEP Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SEP-IRA.

• IPO & DPO Stocks: Types of New Issue Stocks | Charles Schwab

  What is an IPO? What is a direct public offering? Get answers about IPO stocks and direct listings with Schwab’s trading expertise.

• What are Stock Appreciation Rights (SARs)? | Charles Schwab | Charles Schwab

  Learn about stock appreciation rights (SARs), including how they work, how to participate, and how this form of equity compensation may impact your taxes.