Planning

Prepare for financial milestones and events

Saving for retirement

Retirement Without a 401(k)

No 401(k)? Don't let that keep you from saving and investing for retirement. There are ways to create your own retirement plan.

June 16, 2022 Carrie Schwab-Pomerantz

What is an IRA?

Looking for a tax-smart way to save for your future? Find out what an individual retirement account (IRA) is, what the basic benefits are, and how the three main types differ.

May 31, 2022

IRA Contribution Rules

What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

May 31, 2022

In retirement

Suddenly Alone—Getting Help

It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.

June 29, 2022 Carrie Schwab-Pomerantz

Medicare while Traveling

Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.

June 22, 2022 Carrie Schwab-Pomerantz

Helping Adult Kids Buy a Home

What retirees should consider before helping an adult child buy a first home.

June 10, 2022 Carrie Schwab-Pomerantz

Taxes

Find Out About ETFs and Taxes

Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time.

June 16, 2022 Emily Doak

Beware Tax Drag

Excessive turnover in taxable accounts can lead to tax consequences.

June 10, 2022 Hayden Adams

NFTs: Taxes, Risks, and More

Nonfungible tokens have become the latest investment craze. Here's what you need to know.

June 10, 2022 Randy Frederick

College and education

3 Graduation Gift Ideas

Schwab strategists share three ways to help improve the financial standing of your recent grad.

June 01, 2022

4 Uses for Your 529 Account

Kid not going to college? Don't despair. Those 529 assets can be used for a variety of education costs.

May 06, 2022 Carrie Schwab-Pomerantz

Are Scholarships Taxable?

Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.

May 06, 2022 Carrie Schwab-Pomerantz

Estate planning

2022 Savings & Gifting Limits

How new contribution and exemption limits can help further reduce your taxes.

June 24, 2022

Get a Jump on Estate Planning

Three elements of estate planning that can benefit from early action.

June 10, 2022

Retiring Single

If you're a single retiree, you face special considerations for everything from saving enough to planning for incapacity. These five questions will help you get ahead of any potential challenges.

June 10, 2022