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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.

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• Schwab Personal Defined Benefit Plan Funding Proposal Worksheet | Charles Schwab

  To receive a complimentary funding proposal for your Schwab Personal Defined Benefit (DB) Plan, please provide the following information.

• 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.

• Self-Directed Investing | Charles Schwab

  Self-directed investing lets you trade securities on your own with total control. Invest with a self-directed brokerage account.

• 2025 Planning and Wealth Management Outlook | Charles Schwab

  Wondering what the wealth management outlook is for 2025? Discover how to stay on track to reach your financial goals with three themes to consider in 2025.

• How to Write a Legacy Love Letter | Charles Schwab

  Crafting a legacy letter to your loved with your estate-planning information and rationale for your choices can help ease their burden when you pass.

• What Are Tax Brackets and Marginal Tax Rates? | Charles Schwab

  What are the tax brackets and how do marginal tax brackets work? Find out about tax rates as we head into income tax season.

• Retiring Early: Can You Afford It? | Charles Schwab

  Facing an unexpected early retirement? Here’s how to figure out how your budget and savings would be affected.

• Schwab.com | Charles Schwab

  Discover how some of the most popular tools and features of Schwab.com can help you simplify your financial life.