How to Save for Retirement
Creating the retirement you envision starts with knowledge—about where you are now with your savings, specific next steps to take, and strategies to consider putting in place.
Start with these four steps.
|1||Clarify your retirement savings goal.
|2||See where you stand today.
|3||Be sure your portfolio is set up properly.|
|4||Find strategies to consider now.|
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.