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Retirement

Expert guidance for those on the road to retirement from Charles Schwab & Co., Inc.

Money & Marriage Later in Life

Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.

May 27, 2026 • Jeannie Bidner

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Allocating Portfolio Assets

As you progress through your retirement investing journey, consider modifying your asset allocation by age as your time horizon, investment goals, and risk tolerance change.

May 26, 2026

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Move a 401(k) to a Rollover IRA

To move a 401(k) to a rollover IRA, doing a little bit of prep work can make the process easier. Follow these three easy steps to get started.

May 18, 2026

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Is a Rollover IRA for You?

A rollover IRA can help you consolidate 401(k) savings accumulated over the course of a career. Consider all options—and their pros and cons—before streamlining accounts.

May 18, 2026

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401(k) Checkup: Are You on Track?

Your 401(k) helps shape your future—consider if you’re saving enough, your investments match your goals, and that you haven’t forgotten about any accounts with prior employers.

May 18, 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

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7 Ways to Fund Your Business

When starting a small business, the first thing you need is a plan. Then you can look for funding. Here are seven ideas to help you get up and running.

May 13, 2026

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2026 RMD Reference Guide

What's new with required minimum distributions? We cover the basics here.

May 12, 2026

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2026 RMD Reference Guide

What's new with required minimum distributions? We cover the basics here.

May 12, 2026

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6 Steps to Prep for Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

May 05, 2026

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Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

March 27, 2026

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IRA Rules: 8 Things to Know

Knowing about different IRA rules can help you make better decisions about which type of retirement account best suits your situation.

March 25, 2026

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Potential Benefits of an HSA

Health savings accounts (HSAs) are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.

March 18, 2026

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5 Roth IRA Alternatives

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

March 17, 2026

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Financial Independence

Financial independence means having the freedom and flexibility to live life on your terms. Here's how you can begin to achieve it.

March 11, 2026

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Stable Value Funds Explained

Stable value funds combine high-quality bond portfolios with insurance-based contracts to preserve capital and provide steady returns for retirement investors or education savers.

March 10, 2026

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Contribution Limits for 2026

Contribution limits increased for most savings accounts this year, as did the estate and gift tax limits. Find out what's new for 2026.

March 06, 2026

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Insights & Education are provided by Charles Schwab & Co., Inc.

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. 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.