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Retirement

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

Retirement

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.

March 22, 2023

Is Crypto Good for Retirement?

Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?

March 17, 2023

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023

4 Retirement Risks to Avoid

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

March 10, 2023

The Future of Social Security

Current forecasts project a Social Security shortfall in about a decade. Knowing when to collect can help you maximize your benefits. Find out when could be the right time for you to start collecting Social Security payments.

March 10, 2023

Retirement

Bucket Strategy for Retirement

Learn about the "bucket approach," a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.

March 01, 2023

Handling Common Retirement Fears

Preparing for retirement can feel like an intimidating task. However, there are some things you can do to reduce common fears.

March 01, 2023

Rethinking the 4% Rule

How much can you spend in retirement without running out of money? The 4% rule is a common rule of thumb, but we think you can do better by finding your personalized spending rate.

February 28, 2023

Retirement

Rethinking the 4% Rule

How much can you spend in retirement without running out of money? The 4% rule is a common rule of thumb, but we think you can do better by finding your personalized spending rate.

February 28, 2023

Your 401(k) Questions Answered

Have 401(k) questions? Get answers to the most frequently asked 401(k) questions to demystify the most common type of your workplace retirement plan.

February 28, 2023

The Rule of 55

Hoping to access your 401(k) early? With the rule of 55, you may be able to access and take early withdrawals from your 401(k). Here's what you need to know.

February 28, 2023

Retirement

Tax Planning for Retirement

Selecting tax-smart accounts may help your retirement savings last longer.

February 15, 2023

Are HSAs the New IRAs?

These triple-tax-advantaged accounts could help pay for health care in retirement.

February 13, 2023

Fixed Income Investments

For retirees living on a fixed income, building an investment strategy that diversifies risks to ensure a stable income is essential in building your retirement plan.

February 08, 2023

Retirement

Minimize Social Security Taxes

Many retirees are surprised to learn that, above a certain income threshold, Social Security can be subject to taxation. Here are strategies to consider.

February 08, 2023

Tax Withholding in Retirement

How to help ensure you pay your fair share once you're no longer working.

January 23, 2023

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023

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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.