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SAN FRANCISCO--(BUSINESS WIRE)--With perplexing codes and confusing forms, it’s no wonder many Americans postpone the inexorable job of preparing their taxes until the last minute. Charles Schwab knows it's not what you make, but what you keep after taxes that count. In these tough times, it’s especially important to take advantage of every tax break to which you’re entitled.
For those filing with less than two weeks to go until April 15, Charles Schwab has several suggestions to help you keep more of your money:
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As always, be sure to check with your tax professional for specific advice. Schwab clients are encouraged to reach out to their financial consultant to get more specific advice around their situations, or take advantage of our complimentary consultation. For those who are not yet a Schwab client but would like to learn more, one of our consultants can help. Please call 800-435-4000 to get started.
About Charles Schwab
The Charles Schwab Corporation (Nasdaq:SCHW) is a leading provider of financial services, with more than 300 offices and 7.4 million client brokerage accounts, 1.5 million corporate retirement plan participants, 468,000 banking accounts, and $1.1 trillion in client assets. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. More information is available at www.schwab.com. (0409-8404)
Before investing in a 529 College Savings Plan, carefully consider the plan’s investment objectives, risks, charges and expenses. As with any investment, it’s possible to lose money by investing in a 529 plan. Additionally, by investing in a 529 plan outside of your state, you may lose tax benefits offered by your own state’s plan.
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