Rethinking your retirement?
No matter if you're in your 20s or 50s, see where you stand and learn how to fill in any gaps. Get the answers and information you need with our retirement calculators.
Find out if you're saving enough >
Curious how much you can afford to withdraw in retirement? >
See the impact of converting a Traditional IRA to a Roth IRA >
Estimate your annual RMDs or inherited RMDs >
Saving for college?
Use our college savings calculator to answer a few questions about your goals for your student’s potential college plans, then receive an estimated monthly savings goal to help you plan ahead.
See if your tuition savings goals are on track >
Thinking about a new home?
Begin to plan for your home purchase with the mortgage calculator. Based on your needs, see how much you could expect to pay each month.
See what you could expect for your monthly payment >
Create a personalized plan and investment strategy with guidance on your terms.
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Your complimentary financial plan.At Schwab, every client can get access to Schwab Plan™ , a complimentary plan to help you reach your retirement goals.
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Ongoing guidance.Get unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional, as well as digital planning tools and automated investing with Schwab Intelligent Portfolios Premium®.
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One-on-one advice.Get one-on-one guidance to help you create a financial plan and investment strategy tailored to your goals. A Financial Consultant can also help you select the right level of services and connect you to specialists for more complex needs. Find a Financial Consultant near you.
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