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• What Is a Beneficiary? Why Naming Them Is Key | Charles Schwab

  Designating beneficiaries is a simple way to help protect your estate and avoid probate. What is a beneficiary, and why do you need one? Learn the basics.

• SEP IRA | Simplified Employee Pension Plan | Charles Schwab

  A Charles Schwab SEP-IRA is one of the easiest small business retirement plans to set up and maintain. Learn more about SEP-IRA possible tax benefits today!

• Insights & Education | Charles Schwab | Charles Schwab

  Keeping you at the forefront of modern investing

• 6 Ways to Get Started With thinkorswim® | Charles Schwab

  Schwab's trading specialists share their top tips for getting started with the thinkorswim trading platform. Discover six thinkorswim features you should consider.

• Portfolio Margin vs. Regulation T Margin | Charles Schwab

  Portfolio margin offers qualified individuals access to risk-based margin. Here's the difference between portfolio margin and Regulation T margin.

• 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.

• Noncash Charitable Contributions for Tax-Smart Giving | Charles Schwab

  Leveraging the appreciation of assets such as real estate or stock to make noncash charitable contributions can help maximize your impact and reduce your taxes.

• What to Know About Margin | Charles Schwab

  Here are some things to consider when using margin and four tips for managing your risk.

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• How To Evaluate Dividend Stocks | Charles Schwab

  Don't be blinded by a dividend's yield. We'll show you other metrics you might use to evaluate income stocks.