Retirement
Expert guidance for those on the road to retirement from Charles Schwab & Co., Inc.
Retirement
Medicare Open Enrollment
Medicare open enrollment—which runs from October 15 through December 7 this year—is your chance to check in on your Medicare plan and, if needed, change it.
401(k) Hardship Withdrawals
Should the worst come to pass, could you consider tapping the savings in your 401(k)? Here's what to know about hardship withdrawals and 401(k) loans.
Save or Pay Off Student Loans?
Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.
What Is an HSA?
Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.
Key Ages of Retirement
Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.
Retirement
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.
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.
Test Your Tax Smarts
How tax-savvy are you? Take our 10-question tax quiz to find out.
Retirement
Test Your Tax Smarts
How tax-savvy are you? Take our 10-question tax quiz to find out.
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.
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.
Retirement
Saving Outside Your 401(k)
Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when.
Roth IRA Conversion and Taxes
How to make the most of a Roth IRA conversion.
Starting a 401(k) in Your 20s
Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.
Retirement
Having the Long-Term Care Talk
Starting a conversation with loved ones about long-term care can be intimidating, however, having the talk can help both parties plan ahead and make important decisions together.
Your Retirement Lifestyle
When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.
5 Questions for Gray Marriages
Getting married later in life raises a host of unique financial considerations. Here's what you can ask yourselves before you tie the knot.
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Insights & Ideas are provided by Charles Schwab & Co., Inc.
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to change without notice in reaction to shifting market conditions.