Retirement
Save for retirement and prepare for how you'll spend your money once you retire.
Required Minimum Distributions (RMDs)
Investors 73 and older must take required minimum distributions (RMDs) from tax-deferred retirement accounts. Learn how Charles Schwab can help you meet this requirement.
2023 Taxes: 8 Things to Know Now
With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2023 taxes.
Must-Ask Questions: Traditional IRA Withdrawals
Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.
How Does Retirement Planning Differ for Freelancers?
What options do freelancers have to get the most benefit out of their retirement savings?
The Future of Social Security and Medicare?
Medicare and Social Security are projected to run out of money in less than a decade. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.
The Most Important Ages of Retirement
Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.
5-Step Tax-Smart Retirement Income Plan
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
How Can You Build Your Pre-Retirement Checklist?
What do you need to take care of in the handful of years, months, and days before you retire?
Social Security Inflation Bump: What Does It Mean?
Social Security benefits are getting another sizeable bump next year. Unfortunately, it won't be as big as the jumbo-sized increases of the 2023 and 2022.
Build Tax-Free Savings Using Roth Conversions
Periodically converting a portion of your retirement savings into Roth assets can give you a flexible source of income and help lower the taxes you pay over time.