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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

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 Rob Williams

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

Creating a Retirement Paycheck

From understanding your income sources to prioritizing your order of withdrawals, creating a steady income stream in retirement is a complex undertaking. Consider these five rules to help guide you.

August 16, 2024

Social Security Guide

You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's help on how to decide.

August 14, 2024

The Future of Social Security and Medicare?

Medicare and Social Security are projected to run out of money by 2036. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.

August 14, 2024

Consider tax-smart strategies

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

Want to Downsize Your Home?

Moving to a smaller house can have many financial advantages. Here's what you should consider from a tax perspective.

September 09, 2024

Roth IRA Conversion and Taxes

How to make the most of a Roth IRA conversion.

August 12, 2024

Plan your legacy

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

Trusts and Rates

The three estate planning strategies that can benefit from low interest rates.

August 09, 2024

SLATs for Couples

A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.

July 10, 2024

The latest bond insights

Kathy Jones

U.S. Dollar in a Rate-Cut Era

Kathy Jones
October 03, 2024
Cooper Howard

Why to Consider Muni Bonds Now

Cooper Howard
October 01, 2024
Collin Martin

How to Build a Bond Portfolio

Collin Martin
September 19, 2024

Manage your investments

Protect your financial and physical well-being

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

How to Keep Your Accounts Safe

How to stay ahead of the cybersecurity curve and combat increasingly sophisticated attacks.

July 10, 2024

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

June 14, 2024

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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.