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• Diversify to Manage Risk | Charles Schwab

  Investing too much in any single sector or asset class can result in major losses when markets are volatile. Listen to one woman's experience.

• Managing Money: Six Principles of Personal Finance | Charles Schwab

  Watch to learn about six personal finance topics that can have a big impact on your life: budgeting, saving, debt, taxes, insurance, and retirement.

• Comparing Education Savings Accounts | Charles Schwab

  Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts.

• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account to an Inherited IRA account.

• Paper Trading | Charles Schwab

  Test drive thinkorswim with paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line.

• Learn to Trade | Charles Schwab

  Learn to trade with our newly expanded library of trading education, including trading courses, articles, videos, and more.

• 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.

• 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.

• Personal Trust Services & Management | Charles Schwab

  Charles Schwab Trust Company is committed to providing dedicated, ongoing personal trust management and administration that upholds your wishes for the future.

• 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.