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 IA Master Account Number 2022-2025

Charles Schwab Power Attorney 2022-2025 Form

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so i'm gonna answer this question why do i choose charles swab over other brokerages and the number one reason is because they have something called a pledge asset line right so what i can do is i invest in low cost index funds and high quality stocks apple microsoft so on and so forth when they appreciate instead of selling them and getting hit with short-term capital gains will be my taxable rate our long-term capital gains which would be 15 i can borrow against those things to do what i need to do whether it's buying real estate or buying other assets and things like that and i can borrow against my appreciated stock at around two to four percent depending on how much i pledge in that particular account number two they do not have your traditional brokerage fees i believe charles swab makes a line share of their money from their assets under management so they do have index funds you will have a small fee for being index fund so for you know every 1 million dollars y

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