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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Year-End Tax Ideas to Consider

From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.

October 07, 2026

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Running the Numbers Before Baby

A baby changes so much, including your finances. Before your little one arrives, make time for the money conversations that matter most.

October 07, 2026

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Retirement Savings Tips

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

September 23, 2026

College and education

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The Family CFO: Gen Alpha

From family splurges to in‑game buys, Gen Alpha is influencing the budget, and parents are learning how to guide spending without lectures.

October 01, 2026

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College-Planning Mistakes

These planning mistakes could potentially cost you thousands in lost student aid and raise your out-of-pocket expenses.

August 03, 2026

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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.

July 15, 2026

Estate planning

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How to be a Tax-Smart Donor

Increase your charitable impact while potentially reducing your taxable income.

October 09, 2026

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What Is Estate Planning?

Estate planning helps ensure your assets go to the right people. Learn about wills, trusts, POAs, and how to choose an estate planning attorney.

August 31, 2026

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Aging and Financial Autonomy

Failing to plan for cognitive decline can put your assets at risk. Involving adult children early helps ensure they're ready to step in if necessary.

August 14, 2026

Saving for retirement

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Retirement Savings Tips

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

September 23, 2026

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Timing a Roth IRA Conversion

A Roth IRA conversion is one way high earners can access tax-free growth of their retirement savings. Consider the reasons for making a lump-sum conversion versus spreading it out.

August 14, 2026

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What Is a Roth Conversion?

A Roth IRA conversion involves moving assets from other retirement plans into your Roth IRA. Learn how to convert a Roth IRA and whether it's right for you.

August 05, 2026

In retirement

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Aging and Financial Autonomy

Failing to plan for cognitive decline can put your assets at risk. Involving adult children early helps ensure they're ready to step in if necessary.

August 14, 2026

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Social Security Do-Over

If you take Social Security before age 70 and later wish you had waited to collect, you may be able to pay back or pause benefits to receive an increase in payouts later.

August 14, 2026

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What Is a Roth Conversion?

A Roth IRA conversion involves moving assets from other retirement plans into your Roth IRA. Learn how to convert a Roth IRA and whether it's right for you.

August 05, 2026

Tax planning

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How to be a Tax-Smart Donor

Increase your charitable impact while potentially reducing your taxable income.

October 09, 2026

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Year-End Tax Ideas to Consider

From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.

October 07, 2026

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Tax on Donations: Equity Awards

Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

August 18, 2026

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Retirement IRA 401(k) Taxes Financial Planning Budgeting Education Estate Planning Health Care Wills

0526-BLXX

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions.

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.

For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve.

Investing involves risk, including, for some products, more than your initial investment.

Past performance is no guarantee of future results.

Schwab does not provide investment planning, specific individualized, legal, regulatory, tax or compliance advice. Consult professionals in these fields to address your specific circumstances.