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• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• A Guide to Long-Term Investment Strategies | Charles Schwab

  Looking for long-term investing strategies? Discover five ideas to consider that may help you along the path toward your long-term investment goals.

• 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.

• Brokered CDs vs. Bank CDs | Charles Schwab

  Brokered CDs vs. bank CDs: how do they compare? Discover the potential benefits and risks of brokered CDs and how they differ from bank-issued CDs.

• Help Your College Grad Become an Investor | Charles Schwab

  Looking for a meaningful college graduation present? Consider opening up the world of investing.

• Buying, Renting, and Selling a Second Home | Charles Schwab

  A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.

• Should You Roll Over Your Retirement Account? | Charles Schwab

  What options do you have when leaving a job where you hold an employer-sponsored retirement account?

• 5 Life Insurance Riders to Consider | Charles Schwab

  Life insurance riders are additional feature that can help personalize your policy. Discover how to customize your life insurance policy with riders.

• Markets React to a New Administration | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.

• One More Risk for Your Portfolio: Financial Fraud | Charles Schwab

  Financial fraud often feels like something that only happens to someone else. But we all need to stay vigilant, recognize the latest scams, and take steps to protect our finances.