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Retirement

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

Retirement

How Does a 401(k) Match Work?

Learn how a 401(k) match works and other FAQs like contribution limits, what happens if you leave your job, and tips if you can't contribute enough to get the full employer match.

December 11, 2025 Chris Kawashima

Traditional IRA Withdrawals

Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.

December 10, 2025

How Does a Roth IRA Work?

Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

December 03, 2025

Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

December 03, 2025

10 Money Questions and Answers

Almost everyone has money questions. Here are 10 everyday money questions and answers to help you now.

December 03, 2025

Retirement

Retirement Health Care Costs

Four tips for managing health care costs in retirement.

November 19, 2025

Annuities and Estate Planning

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

November 19, 2025

4 Tips for Aging in Place

Many retirees would like to continue living independently and in their own home as they age. Find out what you can do now to help prepare for aging in place.

November 17, 2025

Retirement

4 Tips for Aging in Place

Many retirees would like to continue living independently and in their own home as they age. Find out what you can do now to help prepare for aging in place.

November 17, 2025

Will Your Financial Plan Last?

Sound financial planning tries to account for various scenarios, but it may not always foresee the unexpected stressors of life. Is your plan built to last through retirement?

November 14, 2025

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?

November 12, 2025

Retirement

5 Questions for Gray Marriages

Getting married later in life raises a host of unique financial considerations. Here's what you can ask yourselves before you tie the knot.

November 07, 2025

Sports Betting vs. Investing

While sports betting can feel fun and exciting, investing could be a better bet for your financial future. Here are key differences between the two and why it matters.

November 05, 2025

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.

October 13, 2025

Retirement

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.

October 10, 2025

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.

October 08, 2025

Gray Divorce and Retirement

What to know when going through a late-in-life divorce.

October 03, 2025

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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.