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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.
6 Different Trusts for Particular Needs | Charles Schwab
There are nearly as many types of trusts as there are individual circumstances.
What Is Forex? | Charles Schwab Futures and Forex
Forex trading is the simultaneous buying and selling of currencies from two different countries - hoping to profit as their values go up and down. Take advantage of Schwab's expertise to learn forex basics and how to trade forex.
Dos and Don'ts When You Get an Inheritance | Charles Schwab
If you receive an inheritance, take time to review your financial picture before you start spending. Read this article for five dos and don'ts.
Rob Fleming is a senior market analyst for the Schwab Center for Financial Research. He is primarily responsible for market analysis and reporting, and market-related education.
Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.
Charles Schwab podcasts bring you revealing stories, news, and insights to help you make informed decisions about your portfolio and life.
Think through how you would like your investments and other assets distributed to your heirs.
Plan ahead for taxes with information on tax rules, tax-smart account selection, tax-efficient investing, and managing taxes on distributions.
Read our views on trends in the fixed income market.