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• 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 Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• Jodi's Story: How Can You Find a New Career Later in Life? | Charles Schwab

  How one woman changed careers—and found a path that fit with her values.

• Avoid the Emotional Investing Trap | Charles Schwab

  Far too often, investors focus on the current hot stocks or investment fads and take on more risk in their investment portfolio than is necessary to achieve their financial goals.

• Today's Stock Options Market Update | Charles Schwab

  Schwab's daily stock options market update provides you with the latest activity, news, insights, and commentary from Schwab's top trading experts.

• 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.

• Put vs. Call Option: The Basic Differences | Charles Schwab

  Learn the differences between a put vs. call option strategy and how options-approved traders can apply these fundamental options strategies to their trades.

• Schwab Brokerage: Trust Account | Charles Schwab

  Schwab One Trust Accounts protect and manage your assets. No monthly service fees. Available for any size estate and most trusts.

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.

• Schwab Intelligent Income™ | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.