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• What Is FDIC Insurance? Limits and More | Charles Schwab

  Curious about FDIC insurance limits? It's smart to know the basics of FDIC insurance. Learn what it is, how it works, and how to maximize your coverage.

• Foreign Tax: Credit or Deduction? | Charles Schwab

  If you paid foreign taxes on overseas investments, you may be able to avoid a double hit by claiming a credit or deduction on your U.S. tax return. Learn more.

• Comparing Index Options and Equity Options | Charles Schwab

  Index options overlie broad market indexes and single equity or ETF options track narrower underlying assets. There are other differences for traders to learn.

• How to Determine Your Risk Tolerance Level | Charles Schwab

  As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly.

• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.

• Securities-Based Line of Credit: What to Consider | Charles Schwab

  A securities-based line of credit (SBLOC) can be a cost-effective, tax-efficient way to cover short-term borrowing needs. Explore potential benefits & risks.

• Protective Put: Understanding the Strategy | Charles Schwab

  Protective puts are one way to hedge stocks against a large price drop. Learn why factors like time decay and volatility should be considered for this strategy.

• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.

• Creating a Family Wealth Mission Statement | Charles Schwab

  Lack of communication could harm a family's ability to preserve wealth across generations. Learn how creating a wealth mission statement can help.

• Managing Equity Awards in a Down Market | Charles Schwab | Charles Schwab

  Wondering how to manage an equity award during a down market? Learn what to keep in mind and what to consider during times of volatility.