Retirement
Expert guidance for those on the road to retirement from Charles Schwab & Co., Inc.
Retirement
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?
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?
Save or Pay Off Student Loans?
Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.
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.
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.
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.
Retirement
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
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.
Life Expectancy in Retirement
A closer look at perhaps the most important assumption of retirement planning: life expectancy.
Retirement
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.
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.
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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.