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• About Schwab Intelligent Portfolios | Charles Schwab

  View Frequently Asked Questions on Schwab Intelligent Portfolios.

• Schwab Bank Designated Beneficiary Plan Application | Charles Schwab

  Schwab Alliance DAFgiving360™ Retirement Plan Center Equity Awards Center® Schwab 529Financial Planning Financial Planning Offering How MuchMuch You Need to Retire Planning Calculators Complimentary Plan

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares.

• Too Much Cash? Tips for Reinvesting Money | Charles Schwab

  When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing.

• What Is an Options Spread Trade? | Charles Schwab

  Curious what an options spread trade is? Discover the basics, benefits, and risks of an options spread trade and ways to put on a spread trade.

• 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.

• Trader Tax: 8949 & Section 1256 Contracts | Charles Schwab

  Traders have special tax considerations, including Form 8949 and Section 1256 contracts. Discover a few tips for tackling the extra filing.

• Strategies to Consider for Bitcoin ETF Options | Charles Schwab

  The launch of options on bitcoin ETFs may enable traders to hedge and speculate on the underlying ETF, as well as on the movements of the cryptocurrency itself.

• How to Maximize Travel Points | Charles Schwab

  The Points Guy shares tips for making the most of your travel perks.

• Businesses and the Corporate Transparency Act | Charles Schwab

  What small-business owners need to know about the new Corporate Transparency Act.