Retirement & Planning
Retirement Planning
Get practical guidance and answers to your retirement planning questions.
How close to retirement are you?
I'm nearing or in retirement
Get tools, answers, and insights.
Use our online resources and one-on-one guidance to ease your transition into retirement—and learn how to turn your savings into income if you’re already there.
I still have a ways to go
Set goals and maximize savings.
Discover key strategies for building your savings and getting your retirement plan in place.
Intuitive planning tools and a one-on-one consultation.
Retirement Savings Calculator
Get a snapshot of your current situation in just a few minutes.
- See how much you need to save.
- Assess your current progress.
- Get actionable next steps.
Personal Retirement Consultation
As a Schwab client, you can get a complimentary retirement consultation with a Schwab professional.
- Know where you stand today.
- Discuss your options for retirement.
- Learn how to achieve your goals.
Call 877-673-7970.
Real Stories
See how other people are approaching retirement.
Editor's Pick: Looking at the big picture
Dipak N., age 60
Brandon, Mississippi
While Dipak isn't concerned about retiring anytime soon, he is thinking long-term about his funds.
Read more
See more stories
Top Questions
- When should I take Social Security?
For most people, waiting until age 70 yields a bigger paycheck, but it depends on your personal situation. - Can I afford to retire?
In today’s market, here's a simple rule of thumb to see if you still have enough to retire.
See more questions