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• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• 3 Ways to Transfer Your Business | Charles Schwab

  For business owners, retirement planning should include decisions about their company's future. Here are some business succession strategies to consider.

• Buying a Muni Below Par? Reasons to Think Twice | Charles Schwab

  Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.

• 5 Rules for Creating a Retirement Paycheck | Charles Schwab

  Producing a steady income stream in retirement is a complex undertaking. Consider these five rules to help you create a retirement paycheck.

• Registered Index-Linked Annuities | Charles Schwab

  A Schwab registered index-linked annuity with no annual fees gives you the opportunity for equity-like earnings while offering a level of protection in market downturns.

• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• Supply Chain Messages About the Trade War | Charles Schwab

  What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.

• Tariffs: Q1 Impacts and Q2 Negotiations | Charles Schwab

  A look back at the impacts of tariff announcements last quarter, and what we might expect from tariff negotiations during the 90-day implementation delay in Q2.