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Saving for Retirement

Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more

Plan your retirement

IRA Contribution Rules

What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

January 07, 2025

Is an IRA Right for You?

IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future. 

December 19, 2024

What Is an IRA?

Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ.

December 17, 2024

What Is an HSA?

Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.

October 09, 2024

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.

October 09, 2024

Prioritize your finances

Take the No-Spend Challenge

The no-spend challenge has gone viral with Millennials and Gen Z, but it could work for anyone who wants to take control of their money. Consider trying it for 30 days.

January 22, 2025

9 Steps to a DIY Financial Plan

A financial plan doesn't require that you have a lot of money—and it doesn't have to cost you a penny. Follow these 9 steps.

January 08, 2025

Financial Resolutions

Here are five steps we encourage all investors to consider taking to help boost their financial fitness at any time of the year.

December 12, 2024

Learn investing basics

Preferreds: Yield vs. Risk

Preferred securities' yields may be appealing, but they almost always come with additional risks.

January 30, 2025

Deductible Investment Expenses

The IRS allows various tax deductions for expenses related to producing taxable investment income. Do yours qualify?

January 15, 2025


Capital Market Expectations

Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

January 03, 2025

Assessing Your Risk Tolerance

How much risk can you really handle? The answer may surprise you.

December 02, 2024

Are We in a Temperamental Era?

The period from the 1960s to the 1990s defined by record-setting inflation and big swings in GDP bears a striking resemblance to the current environment.

November 15, 2024

What to Know About Crypto Now

Bitcoin's recent rally and the rise of crypto ETFs have attracted investors. Three Schwab experts discuss the latest developments, risks, and other aspects of trading crypto.

November 15, 2024

Automate your investing

Manage your portfolio

Capital Market Expectations

Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

January 03, 2025

Financial Resolutions

Here are five steps we encourage all investors to consider taking to help boost their financial fitness at any time of the year.

December 12, 2024

Assessing Your Risk Tolerance

How much risk can you really handle? The answer may surprise you.

December 02, 2024

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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.

Investing involves risk, including loss of principal.