Retirement
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Retiring comfortably requires careful planning.

The goal is not just financial security, but also the peace of mind that comes from knowing you’re prepared. Use our online Action Plan Checklists below to help, whether retirement is years away—or underway.

  • Where do I start?
  • How do I start saving and investing for retirement?
  • I'm nearing retirement—what do I need to do?
  • I'm already in retirement—what do I need to do?


Print full checklist 

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

An investment in a money market fund is neither insured nor guaranteed by the FDIC or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund.
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We're here to help
Contact a Schwab Investment Professional at 866-855-7545 or by email.
Expert opinions on retirement
Photo: Rande Spiegelman Rande Spiegelman, VP of Financial Planning
Life-stage Investing for Retirement
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