Planning and Retirement Tools
Get the answers and information you need with our useful calculators, worksheets, workshops, and more.
See which type of IRA you’re eligible for.
See whether converting to a Roth IRA makes sense for you.
Estimate your Required Minimum Distributions (RMDs).
Estimate RMDs you may have to take as a beneficiary with an Inherited IRA.
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Tax information herein is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends that you consult with a qualified tax advisor, CPA, financial planner, or investment manager.