Retirement Questions & Answers
Hear from Schwab experts as they answer real-life retirement questions from our clients.
- Can I afford to retire?
- When should I take Social Security?
- How much can I safely withdraw each year?
1. The consultation is available only to clients with at least $25,000 in assets at Schwab or prospects with at least $25,000 in assets available to bring to Schwab. Individualized recommendations are available only to Schwab clients and are limited to assets held in a Schwab retail brokerage account. Information provided to prospects, or pertaining to assets held outside of Schwab, as part of the consultation are examples of the kinds of recommendations available on assets held at Schwab; these examples do not constitute recommendations, solicitations, or investment advice.
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