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.
Needs and Goals
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.
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.