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Retirement

Expert guidance for those on the road to retirement from Charles Schwab & Co., Inc.

Retirement

The Rule of 55

Hoping to access your 401(k) early? With the rule of 55, you may be able to access and take early withdrawals from your 401(k). Here's what you need to know.

March 12, 2024

Benefits of Investing Your HSA

Health savings accounts (HSAs) are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.

February 28, 2024

Retirement Savings Tips

Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

February 23, 2024

Roth IRA Withdrawals

When retirement is years away, most investors tend to focus more on saving and less on what will happen when it's time to take their money out.

February 22, 2024

Save Now for Retirement

The sooner you start saving, the more likely you're likely to reach your retirement goals. Here are some numbers to put things in perspective.

February 22, 2024

Retirement

Your 401(k) Questions Answered

Have 401(k) questions? Get answers to the most frequently asked 401(k) questions to demystify the most common type of your workplace retirement plan.

February 22, 2024

Social Security FAQs

We answer common questions about Social Security to help you maximize your retirement benefits.

February 22, 2024

Avoid Common Trading Mistakes

Is something getting in the way of your trading? It might be your own tendencies. We discuss 5 common trading blunders to avoid.

February 15, 2024

Retirement

Avoid Common Trading Mistakes

Is something getting in the way of your trading? It might be your own tendencies. We discuss 5 common trading blunders to avoid.

February 15, 2024

The Case for Income Annuities

Payments from income annuities are at their highest levels in a decade. Here's what that means.

February 15, 2024

Working in Retirement

If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

February 14, 2024

Retirement

Tips for Saving Near Retirement

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

February 06, 2024

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.

February 01, 2024

RMD Strategies for Tax Time

Required Minimum Distributions (RMDs) can take a toll on your tax bill. Consider these strategies to help reduce the sting.

January 31, 2024

Retirement

Catch-Up Contributions

SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k).

January 26, 2024

IRA Contribution Rules

What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

January 11, 2024

6 Steps to Prep for Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

January 11, 2024

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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.