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• Trust, Estate & Charitable Accounts | Charles Schwab

  Schwab can help with estate planning—whether it's consolidating assets, buying and selling securities, or managing cash flow to cover expenses and pay taxes.

• Order Routing | Charles Schwab

  Learn about Order Routing at Schwab

• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Debt Management | Charles Schwab

  Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely.

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.

• Travel Planning | Charles Schwab

  Learn tips for keeping costs low and managing your money while traveling.

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• Performance Stock | Charles Schwab

  Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.

• Fraud & Security Video Library | SchwabSafe | Charles Schwab | Charles Schwab

  Protecting your account from financial fraud is more important than ever. To help you stay safe against scams and scammers, we’ve created a library of short videos with tips and tactics so you can keep your guard up and stay vigilant.