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Why these are more inviting under the new tax law.
September 11
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Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.
September 11
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Use these best practices to maximize savings for clients' kids — from birth to college graduation.
September 7
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Why these are more inviting under the new tax law.
September 6
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Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.
August 17
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Failing to monitor reinvested dividends could boost their tax bills.
July 24
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Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.
June 12
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Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.
February 13
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The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.
January 12
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The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.
January 9
