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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Divorce and Taxes

When divvying up assets during divorce proceedings, taxes should be a key consideration, not an afterthought. Here's how different assets may be treated in the event of divorce.

October 29, 2026

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Creating a Retirement Paycheck

From understanding your income sources to prioritizing your withdrawals, creating steady retirement income is a complex undertaking. Consider these five rules to help guide you.

October 29, 2026

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Your Estate Plan Abroad

If you live or own property abroad, your U.S. estate plan may not be enough. Here's what to consider if you have financial ties in multiple countries.

October 29, 2026

College and education

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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 saving and investing on hold—you don't have to prioritize one over the other.

October 28, 2026

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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

Estate planning

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How Collectibles Are Taxed

When it comes to taxes, collectibles are treated differently than securities. Selling or bequeathing a valuable collection requires careful tax planning.

October 29, 2026

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Your Estate Plan Abroad

If you live or own property abroad, your U.S. estate plan may not be enough. Here's what to consider if you have financial ties in multiple countries.

October 29, 2026

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Life Insurance Riders

How the addition of life insurance riders can help personalize your policy.

October 26, 2026

Saving for retirement

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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 saving and investing on hold—you don't have to prioritize one over the other.

October 28, 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

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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

In retirement

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Creating a Retirement Paycheck

From understanding your income sources to prioritizing your withdrawals, creating steady retirement income is a complex undertaking. Consider these five rules to help guide you.

October 29, 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.

October 13, 2026

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Comparing State Taxes

Your overall tax liability is heavily dependent on where you live. Here's your state-by-state guide to who charges what.

October 12, 2026

Tax planning

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How Collectibles Are Taxed

When it comes to taxes, collectibles are treated differently than securities. Selling or bequeathing a valuable collection requires careful tax planning.

October 29, 2026

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Divorce and Taxes

When divvying up assets during divorce proceedings, taxes should be a key consideration, not an afterthought. Here's how different assets may be treated in the event of divorce.

October 29, 2026

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Should You Start a Foundation?

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.

October 20, 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.