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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Social Security Benefit Cuts?

Fear around the future of Social Security payments is understandable, but it should not solely drive decisions on when to claim benefits.

July 09, 2026

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7 New Homeowner Money Mistakes

The first year of homeownership can feel personally fulfilling—and financially draining. Here are 7 money mistakes new homeowners could make and ideas on how to avoid them.

July 01, 2026

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Your Mid-Year Money Check Up

Are you on track to meet your financial goals? Follow these five steps to find out.

June 26, 2026

College and education

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Investing With Kids

There are many ways to invest on behalf of and in partnership with your kids. Here are some key account types for education savings, stock trading, and retirement.

June 11, 2026

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Custodial Accounts and College

Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.

March 25, 2026

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529 Eligible Expenses

529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.

February 06, 2026

Estate planning

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Views on What to Leave Behind

Boomers and millennials bring different life experiences and values to generational wealth transfer, influencing how—and when—they pass wealth along.

June 10, 2026

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Family Business Longevity

Peter Jaskiewicz, a professor of family enterprise, shares the most important lessons he's learned in teaching the next generation to successfully carry on the family business.

June 05, 2026

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Using an IRA to Fund an ILIT

Large IRAs can trigger high tax bills during and after the owner's lifetime. Here's how an irrevocable life insurance trust can help manage the tax hit for owners and their heirs.

June 05, 2026

Saving for retirement

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403(b) vs. 457(b) Plans

If you're considering a 403(b) or 457(b) retirement plan, here are the eligibility rules, contribution limits, and withdrawal rules to keep in mind.

July 08, 2026

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Late-in-Life Career Change

Leaving an employer later in life presents unique challenges and considerations.

June 05, 2026

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The Costs of a Longer Life

As people live longer, they face the prospect of ultimately paying more for health care. Here are some considerations to help you plan for these increased costs.

June 05, 2026

In retirement

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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 05, 2026

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Spending Anxiety in Retirement

Why retirees often spend less than they can afford—and how to combat this tendency.

June 05, 2026

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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.

May 13, 2026

Tax planning

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What's a Capital Gains Budget?

Creating a capital gains budget for your winners can help take some of the sting out of taxes.

June 05, 2026

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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 05, 2026

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Your Life, Your Tax Strategy

When life changes, review your plan for managing taxes. As your family changes, career evolves and investments get more complex, make sure that your tax plan keeps up.

April 22, 2026

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

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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.