IRAs: Beyond Retirement

by Rande Spiegelman
November 20, 2009
 
Answers to sophisticated IRA questions from retirees.
 

Retirees' Frequently Asked Questions About Roth Conversions

by Rande Spiegelman
October 23, 2009
 
Answers to retirees' questions about converting a traditional IRA or 401(k) to a Roth IRA.
 

Required Minimum Distributions in 2009: What You Need to Know

by the Schwab Center for Financial Research
Updated October 6, 2009

If you're required to take an IRA distribution in 2009 or think you might be, a new law eliminates your 2009 RMDs. Get answers to frequently asked questions.

Write Your Own Retirement Paycheck

by Rande Spiegelman
Updated September 25, 2009
 
Here's a smart system for drawing down your life savings during retirement.
 

Build Your Retirement Portfolio to Last

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
Updated May 21, 2009
 
How do you construct your retirement portfolio to last as long as you will? Ultimately, the best asset allocation will depend on your own circumstances and tolerance for risk.
 

Retired but Thinking of Going Back to Work? Here Are Some Things You Need to Know

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
March 26, 2009

If you are retired but considering returning to work, only you can decide whether it’s worthwhile. To help you with that decision, here are answers to FAQs.

7 Ways to Take Control of Your Retirement in Rough Times

by Mark W. Riepe, CFA, Senior Vice President, Schwab Center for Financial Research
Updated March 2, 2009

Now is a good time to reassess your risk tolerance, your goals and the quality and structure of your portfolio.
 

Generating Cash Flow From Your Retirement Portfolio

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
Updated December 15, 2008 
 
Which parts of your retirement portfolio should you draw from, and when?
 

Shopping for a Fixed Annuity

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Investment Research®
April 25, 2006
 
Here's how to evaluate whether an immediate fixed annuity makes sense for you—and how to get the best deal.
 

Get the Most Out of Your Retirement Portfolio

by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Investment Research®
August 2, 2004
 
You want to enjoy your golden years, but there’s a nagging fear you may run out of money before you die. Is there a solution for this uncomfortable balancing act?