Retirement
Expert guidance for those on the road to retirement from Charles Schwab & Co., Inc.
Retirement
Five Options for Your 401(k)
Consider these five options for handling an old 401(k).
Life Expectancy in Retirement
A closer look at perhaps the most important assumption of retirement planning: life expectancy.
Locating a Lost 401(k)
How to locate missing retirement funds.
Working in Retirement & RMDs
Retired but thinking of going back to work? Be sure you understand how it could affect your savings plans and RMDs.
Lump Sum vs. Annuity
Should you take a lump-sum pension payout or a monthly income stream for life? How to decide.
Retirement
The Business of Consulting
If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.
Retiring Single
Single retirees face special considerations for everything from saving enough to planning for incapacity. These five questions will help you get ahead of any potential challenges.
Robo-Advisors and Retirement
When it's time to make the shift from saving for retirement to living off your savings, what's a good way to help create a steady stream of income that lasts as long as you do?
Retirement
Robo-Advisors and Retirement
When it's time to make the shift from saving for retirement to living off your savings, what's a good way to help create a steady stream of income that lasts as long as you do?
Roth IRA Conversion and Taxes
How to make the most of a Roth IRA conversion.
Medicare Decisions to Make Now
There's more to enrolling in Medicare than just turning 65. Make these Medicare decisions ahead of time—then celebrate.
Retirement
What Is a Reverse Rollover?
Two scenarios in which a reverse rollover may make sense.
Roth IRAs for Kids
Using some after-school and summer earnings to save for retirement could lighten the burden for teen investors later in life.
Your Retirement Lifestyle
When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.
Retirement
Biases to Avoid in Retirement
Making consequential financial decisions in a heightened emotional state generally isn't a good idea. Here are some tips to exert control.
Home Equity in Retirement
Retirees have several options for using a home's value to assist their finances.
529-to-Roth IRA Rollovers
Unused 529 funds can be rolled into the beneficiary's Roth IRA without a tax penalty. But that's probably not a reason to overfund 529s.
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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.