Retirement
Expert guidance for those on the road to retirement from Charles Schwab & Co., Inc.
Retirement
Medicare Open Enrollment
Medicare annual open enrollment—which runs from October 15 through December 7 this year—is your chance to check in on your Medicare plan and, if needed, change it.
How to Plan for Life's Goals
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.
Inherited IRA & SECURE Act 2.0
It's important to understand the updated inherited IRA distribution rules tied to changes in the SECURE Act, including its latest version, SECURE 2.0.
Gray Divorce and Retirement
What to know when going through a late-in-life divorce.
Total-Return Retirement Income
Dividends and interest aren't likely to be enough to cover most investors' income needs. Planning for some asset sales may be more realistic.
Retirement
Can You Live on a Cruise?
Making a home aboard an ocean liner may sound like a dream for some retirees, but what are the pros and cons of living a life on the seas?
Estate Planning: Unwed Couples
How unmarried couples can achieve the same legal protections as those who've tied the knot.
Five Options for Your 401(k)
Consider these five options for handling an old 401(k).
Retirement
Five Options for Your 401(k)
Consider these five options for handling an old 401(k).
Life Expectancy in Retirement
A closer look at perhaps the most important assumption of retirement planning: life expectancy.
Locating a Lost 401(k)
How to locate missing retirement funds.
Retirement
Lump Sum vs. Annuity
Should you take a lump-sum pension payout or a monthly income stream for life? How to decide.
The Business of Consulting
If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.
Retiring Single
Single retirees face special considerations for everything from saving enough to planning for incapacity. These five questions will help you get ahead of any potential challenges.
Retirement
Robo-Advisors and Retirement
When it's time to make the shift from saving for retirement to living off your savings, what's a good way to help create a steady stream of income that lasts as long as you do?
Medicare Decisions to Make Now
There's more to enrolling in Medicare than just turning 65. Make these Medicare decisions ahead of time—then celebrate.
Roth IRA Conversion and Taxes
How to make the most of a Roth IRA conversion.
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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. All expressions of opinion are subject to change without notice in reaction to shifting market conditions.