We'll cover:

Where you stand.

  • Your savings, income, and expenses
  • How your savings and assets can support you
  • Your comfort level with investment risk

What you want.

  • When you plan to retire (if you haven't already)
  • The lifestyle you aspire to
  • Milestones you hope to achieve

How to move forward.

  • Ways to balance income and expenses
  • How to generate retirement income from all sources
  • Realistic options, even if your savings aren't enough

A Schwab investment professional can help you organize all of your retirement assets. Get help rolling over a 401(k), setting up your account, and transferring funds.