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Living in Retirement

Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

Manage your retirement income

High Incomes and Medicare

Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

January 17, 2025 Chris Kawashima

Older Workers and IRAs

There are no age restrictions on IRA contributions. But does it make sense for older workers to make contributions as they near retirement? Here are three points to consider.

January 15, 2025

Inherited IRA RMDs

The IRS has waived RMD requirements from inherited IRAs for 2024. Here's how to decide whether you should take or skip the withdrawal.

November 15, 2024

Key Ages of Retirement

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

September 27, 2024

9 Must-Dos If You're Retired

The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.

August 20, 2024

Consider tax-smart strategies

High Incomes and Medicare

Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

January 17, 2025

Inherited IRA RMDs

The IRS has waived RMD requirements from inherited IRAs for 2024. Here's how to decide whether you should take or skip the withdrawal.

November 15, 2024

Key Ages of Retirement

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

September 27, 2024

Plan your legacy

Storing Estate Documents

Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.

January 21, 2025

The Risks of Being a Fiduciary

Many people agree to be estate executors and trustees without understanding the legal responsibilities of those roles. Here's what to know about being an estate fiduciary.

November 15, 2024


9 Must-Dos If You're Retired

The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.

August 20, 2024

4 Tips for Aging in Place

Many retirees would like to continue living independently and in their own home as they age. Schwab wealth expert Susan Hirshman offers some considerations to help you prepare.

August 16, 2024

6 Key Estate-Planning Roles

Designating people you trust to fill important roles, including executor and power of attorney, is essential to a successful estate plan.

August 16, 2024

Ins and Outs of Charitable Trusts

Charitable lead trusts or charitable remainder trusts can help satisfy your philanthropic and financial goals. Here's how to include charitable intentions in your estate plan.

August 16, 2024

The latest bond insights

Collin Martin

Preferreds: Yield vs. Risk

Collin Martin
January 30, 2025
Collin Martin

Preferreds: Still Attractive?

Collin Martin
January 28, 2025
Kathy Jones

Treasuries: Riding the Range

Kathy Jones
January 08, 2025

Manage your investments

Protect your financial and physical well-being

High Incomes and Medicare

Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

January 17, 2025

Retirement Health Care Costs

Four tips for managing health care costs in retirement.

December 11, 2024

The Cybercrime Revolution

The latest cyber scams are coordinated, sophisticated, and alarmingly effective. Here are three cybercrimes to watch out for—and tips for how to protect yourself.

November 15, 2024

0922-2XPN

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks including loss of principal.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.