Use our Retirement Savings Calculator to see where you stand today and what to do next. Simply give us a few details about your current situation and projected retirement plans, and we'll provide a summary for you, along with suggested adjustments to consider.
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.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.