Retirement
Expert guidance for those on the road to retirement from Charles Schwab & Co., Inc.
Retirement
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.
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).
Locating a Lost 401(k)
How to locate missing retirement funds.
Retirement
Life Expectancy in Retirement
A closer look at perhaps the most important assumption of retirement planning: life expectancy.
Working in Retirement & RMDs
Retired but thinking of going back to work? Be sure you understand how it could affect your savings plans and RMDs.
Lump Sum vs. Annuity
Should you take a lump-sum pension payout or a monthly income stream for life? How to decide.
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
Roth IRA Conversion and Taxes
How to make the most of a Roth IRA conversion.
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.
Charitable Gift Annuities
A charitable gift annuity (CGA) allows older individuals to donate a one-time distribution from an IRA to a qualified charity and receive income for life. Here's how they work.
Retirement
What Is a Reverse Rollover?
Two scenarios in which a reverse rollover may make sense.
Roth IRAs for Kids
Using some after-school and summer earnings to save for retirement could lighten the burden for teen investors later in life.
Your Retirement Lifestyle
When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.
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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.