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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Handling an Inheritance

If you receive a sudden windfall, take time to review your financial picture before you start spending.

June 26, 2025

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The Reverse Boomerang

Open and honest communication can help you go into multigenerational living with your eyes wide open.

June 26, 2025

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Tips for Early Retirement

Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

June 16, 2025

College and education

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How to Fund a Scholarship

For families of means, funding a scholarship is an attractive way to perpetuate their values and support future generations of learners. Here are four questions to answer before you get started.

June 06, 2025

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3 Graduation Gift Ideas

Schwab strategists share three ways to help improve the financial standing of your recent grad.

May 23, 2025

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Education Savings Accounts

You have a variety of choices when it comes to saving for your child's education: 529 plans, Coverdell ESAs, and custodial accounts. Let's review your choices.

April 10, 2025

Estate planning

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Handling an Inheritance

If you receive a sudden windfall, take time to review your financial picture before you start spending.

June 26, 2025

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Trustee vs. Beneficiary

Failing to clearly define your intentions can create conflicts between beneficiaries and trustees—and could even lead to a legal battle. Here are three ways to help keep the peace.

June 06, 2025

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ILITs and the Three-Year Rule

Life insurance gifted to an irrevocable life insurance trust (ILIT) within three years of your death will be included in your estate for tax purposes. Can you avoid a clawback?

June 06, 2025

Saving for retirement

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How Does a Roth IRA Work?

Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

June 10, 2025

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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.

June 10, 2025

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A Guide to Retirement Planning

Retirement planning looks different depending on the season of life you're in. Here's how to approach your most important savings goal—one decade at a time.

June 06, 2025

In retirement

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A Guide to Retirement Planning

Retirement planning looks different depending on the season of life you're in. Here's how to approach your most important savings goal—one decade at a time.

June 06, 2025

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 06, 2025

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Prepare for Natural Disasters

Natural disasters happen. Schwab Senior Financial Planner Dan Stanush experienced one firsthand and shares how to prepare your finances in case it happens to you.

May 05, 2025

Tax planning

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 06, 2025

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ILITs and the Three-Year Rule

Life insurance gifted to an irrevocable life insurance trust (ILIT) within three years of your death will be included in your estate for tax purposes. Can you avoid a clawback?

June 06, 2025

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3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

April 15, 2025

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

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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.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

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.

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.