Perspectives

Expert insight & commentary on retirement, personal finance, investing strategies and more from Charles Schwab & Co., Inc.

Retirement

  • Retirement
    Welcome Dreamer
    Welcome Improviser

    When Should You Take Social Security?

    September 15, 2021
    You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's how to decide.
  • Retirement
    Personal Finance & Planning

    What to Do If Retirement Isn’t Your Only Goal

    September 7, 2021
    Retirement is important. But it's probably not your only goal. Here's how a financial plan can help you balance retirement savings with life's other important milestones.
  • Retirement
    Personal Finance & Planning

    Which Retirement Lifestyle Is Right for You?

    September 7, 2021
    What will your retirement look like? Will you travel? Go back to school? Or just work less and enjoy life more? Here are three scenarios to help you turn your vision into reality.
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Investing Strategies

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Markets & Economy

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Personal Finance & Planning

  • Personal Finance & Planning

    Beware of These AMT Triggers

    September 9, 2021
    For 2021, will you have to pay alternative minimum tax? Here’s what you should know about the AMT and the steps you can take to potentially avoid it.
  • Personal Finance & Planning

    5 Ways Financial Planning Can Help

    September 7, 2021
    Here are five ways having a financial plan can help you.
  • Retirement
    Personal Finance & Planning

    What to Do If Retirement Isn’t Your Only Goal

    September 7, 2021
    Retirement is important. But it's probably not your only goal. Here's how a financial plan can help you balance retirement savings with life's other important milestones.
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Ask Carrie

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Insights & Ideas 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 type of securities and investment strategies mentioned 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 or economic conditions.

Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

The information on this website is for educational purposes only. It 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.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank; Charles Schwab Bank, SSB; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Trust Bank and Charles Schwab Bank, SSB, Members of FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

© 2021 Schwab Retirement Plan Services, Inc. All rights reserved. (0321-1RKA) 04/21

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