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Investing in Rental Properties | Charles Schwab
Real estate rentals can be a source of income. But there's more to being a landlord than meets the eye. Keep reading for best practices and common pitfalls.
Extended Hours Trading: Pre-Market & After-Hours Trading | Charles Schwab
Schwab's extended hours trading sessions can help you get a jump on the markets with pre-market trading, overnight trading, and after hours trading.
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.
Asset Inventory Worksheet | Charles Schwab
No matter what your situation, your first step toward getting your estate plan started is to assemble key pieces of information about your personal circumstances, assets, and debts.
Your Guide to Bond Taxes | Charles Schwab | Charles Schwab
Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.
Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab
The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.
Ether ETFs Set to Begin Trading July 23 | Charles Schwab
After January's SEC approval of spot bitcoin ETFs, ether-based ETFs become the second cryptocurrency-based security to join the mainstream.
Investment Advisory Products Employer Opt-Out Authorization Form | Charles Schwab
Use this form if you do not want to include investment advisory products as an investment choice under your plan.
Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab
Complete this form to designate or change a Financial Professional on your account.
By enrolling in Schwab MoneyLink, you will establish a standing authorization to request electronic funds transfers from your Schwab account to your 529 account.