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• Second Home Tax Benefits | Charles Schwab

  There can be tax benefits to owning a vacation home. But when you also use the property as a rental to make additional income, there can be tax reporting implications.

• Security Based Loans | Charles Schwab

  Learn more about the different ways you can borrow against your brokerage account and the risks involved.

• Schwab Intelligent Portfolios Investing Insights | Charles Schwab

  Learn more about how automated investing can help you build and manage your portfolio

• 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.

• Schwab Managed Portfolios - Portfolio Diversification | Charles Schwab

  Schwab offers professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds. Compare our model portfolios to learn more.

• 5 Life Insurance Riders to Consider | Charles Schwab

  Life insurance riders are additional feature that can help personalize your policy. Discover how to customize your life insurance policy with riders.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.

• Charles Schwab | Charles Schwab

  Charles "Chuck" R. Schwab started the San Francisco–based The Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation's largest discount broker. Today, the company is the nation's largest publicly traded investment services firm, with around $7.4 trillion in client assets. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing, including 24/7 access to services, the one-stop mutual fund supermarket providing access to thousands of no-load, no-transaction-fee mutual funds, custodial services for independent registered investment advisors, online trading, and many others. Today, the company has expanded from its roots as a discount brokerage ...

• Selecting Investments - Fixed Income | Charles Schwab

  Learn how to decide which fixed income investment best fits your need. Explore the steps to help build your fixed income portfolio.

• View All Branches | Charles Schwab

  Browse a list of Charles Schwab branches by State or Territory. Select a branch to view its details.