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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.

October 13, 2025 Chris Kawashima

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

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.

September 10, 2025

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?

September 04, 2025

Estate Planning: Unwed Couples

How unmarried couples can achieve the same legal protections as those who've tied the knot.

September 02, 2025

Five Options for Your 401(k)

Consider these five options for handling an old 401(k).

August 29, 2025

Retirement

Five Options for Your 401(k)

Consider these five options for handling an old 401(k).

August 29, 2025

Locating a Lost 401(k)

How to locate missing retirement funds.

August 28, 2025

Life Expectancy in Retirement

A closer look at perhaps the most important assumption of retirement planning: life expectancy.

August 28, 2025

Retirement

Lump Sum vs. Annuity

Should you take a lump-sum pension payout or a monthly income stream for life? How to decide.

August 19, 2025

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.

August 15, 2025

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.

August 14, 2025

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?

August 13, 2025

Roth IRA Conversion and Taxes

How to make the most of a Roth IRA conversion.

August 12, 2025

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.

August 12, 2025

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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.