scroll50-dblclk
reii-ret3st
reii
ret3lp

Saving for Retirement

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

Plan your retirement

Rental Property Investing

Real estate rentals could be a good source of passive income. But there's more to being a landlord than meets the eye. Check out these best practices and common pitfalls.

July 02, 2025 • Patrick Means

How Does a Roth IRA Work?

Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

June 10, 2025

Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

June 10, 2025

A Guide to Retirement Planning

Retirement planning looks different depending on the season of life you're in. Here's how to approach your most important savings goal—one decade at a time.

June 06, 2025

Women and Money

We've come a long way baby, but not far enough. Here's how women can start to take greater financial control—and why it's important.

June 02, 2025

Prioritize your finances

Your Mid-Year Money Check Up

Are you on track to meet your financial goals? Follow these five steps to find out.

June 09, 2025

A Guide to Retirement Planning

Retirement planning looks different depending on the season of life you're in. Here's how to approach your most important savings goal—one decade at a time.

June 06, 2025

Helping College Grads Invest

Looking for a meaningful college graduation present? Consider opening up the world of investing.

June 05, 2025

Learn investing basics

BDCs: High Yields, Big Risks?

Business development company (BDC) investments are known for their attractive yields—and their risks. Here's what to know about investing in BDCs.

August 07, 2025

Interpreting Equity Reports

Equity research reports can help investors assess a stock, but sometimes they're confusing or complicated. Learning how they work can help investors make more informed decisions.

August 05, 2025

Back-to-School Stocks

September means back-to-school time, which could mean shopping for your student and a portfolio of stock investments.

July 31, 2025

When a Stock Joins the S&P 500

The S&P 500 isn't static. Companies get added and dropped several times a year. How and why does this happen, and what does it mean for the affected firms and their valuations?

July 28, 2025

Rental Property Investing

Real estate rentals could be a good source of passive income. But there's more to being a landlord than meets the eye. Check out these best practices and common pitfalls.

July 02, 2025

Rational Buy & Sell Decisions

It can be hard to keep emotions out of your investment decisions. This framework will explain how to tune out market noise and make more deliberate choices.

June 27, 2025

Automate your investing

null

Portfolio Management

What's Dollar-Cost Averaging?

Robo Advice

Robo-Advisors and Emotions

Manage your portfolio

Ways to Hedge a Downturn

Using S&P 500 put options for temporary downside portfolio protection when concerns over an event-driven sell-off are elevated.

August 06, 2025

7 Good Ideas for New Investors

There are many roads to financial well-being. Every person's path will be different, but those who enjoy uncommon success share some common ideas.

May 16, 2025

Building an All-ETF Portfolio

An index ETF-only portfolio can be a straightforward yet flexible investment solution. We discuss three different approaches to building one.

May 13, 2025

Explore more topics

IRA 401(k) Taxes Investments Trusts Wills Portfolio Management Rebalancing
0222-12ML

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.

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank; Charles Schwab Bank, SSB; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Trust Bank and Charles Schwab Bank, SSB, Members of FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

©2025 Schwab Retirement Plan Services, Inc. All rights reserved. (0723-3GJY)

YouTube Twitter Facebook LinkedIn