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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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What Is FDIC Insurance?

When it comes to protecting your money, it's smart to know the basics of FDIC insurance and how to maximize your coverage.

March 12, 2025

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Upstream Gifting & Estate Taxes

Gifting assets to older rather than younger generations may offer multiple advantages.

March 07, 2025

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Blended-Family Estate Planning

Estate planning for a blended family has special considerations. Here's how to help ensure your assets go to your intended beneficiaries without causing discord.

March 07, 2025

College and education

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How to Raise a Young Investor

How do you foster financial independence and financial literacy among young people? Two Schwab experts share their tips.

February 19, 2025

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College Custodial Accounts

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.

February 04, 2025

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Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

October 09, 2024

Estate planning

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Upstream Gifting & Estate Taxes

Gifting assets to older rather than younger generations may offer multiple advantages.

March 07, 2025

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Financial Meetings for Couples

Coming together as a couple for an annual financial meeting can help ensure you're on the same page. Consider these five tips for a successful and productive meeting.

March 07, 2025

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Contribution Limits for 2025

Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Here's a look at what else is new for contribution and gifting limits in 2025.

March 07, 2025

Saving for retirement

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Choices Beyond a Roth IRA

If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.

March 11, 2025

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Contribution Limits for 2025

Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Here's a look at what else is new for contribution and gifting limits in 2025.

March 07, 2025

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Catch-Up Provisions 

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

February 28, 2025

In retirement

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What Is FDIC Insurance?

When it comes to protecting your money, it's smart to know the basics of FDIC insurance and how to maximize your coverage.

March 12, 2025

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Paying for Long-Term Care

The cost of long-term care is significant—and something most retirees will face. Here's what to consider when deciding between self-funding or purchasing long-term care insurance.

March 07, 2025

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Beware Medicare Scammers

Medicare fraud can take many forms, but the most prevalent scams seek to trick seniors into providing sensitive information.

March 07, 2025

Tax planning

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Contribution Limits for 2025

Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Here's a look at what else is new for contribution and gifting limits in 2025.

March 07, 2025

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Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

February 05, 2025

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The Saver's Tax Credit

If you contribute to an IRA, 401(k), or other retirement plan, you may qualify for the Saver's Credit. Learn more about how the Saver's Tax Credit works.

January 31, 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.