Planning & Retirement

Prepare for financial milestones and events

Financial planning

Shape Up Your Financial Plan for 2024

From polishing up your portfolio, to checking on your estate plan, to making tax-efficient choices, now is the time to get your financial plan on sound footing for the new year.

December 07, 2023

Ace Your Year-End Tax Game

To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.

December 05, 2023

2023 Taxes: 8 Things to Know

With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2023 taxes.

December 05, 2023

College and education

Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

October 11, 2023

Education: 529 Savings Plans

A popular college-savings vehicle is the 529 savings plan, which provides several tax advantages when used for education expenses.

August 24, 2023

Budgeting for Student Loans

Ready to face the return of student loan repayments? Conquer your budget by tracking expenses, cutting back on non-essentials, and balancing debt payment with retirement savings.

August 16, 2023

Estate planning

Annuities in Your Estate Plan

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

November 17, 2023

Reducing Estate-Attorney Fees

Working with an estate attorney can be costly. These three tips can help keep legal expenses to a minimum.

November 17, 2023

Tax-Exemption Countdown

Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

November 10, 2023

Saving for retirement

Traditional IRA Withdrawals

Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.

November 29, 2023

The Future of Social Security and Medicare?

Medicare and Social Security are projected to run out of money in less than a decade. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.

November 17, 2023

Saving for Retirement Without Steady Income

For the millions of workers without the steady income of a 9-to-5 job, here's how to save for retirement.

October 12, 2023

In retirement

Required Minimum Distributions

Investors 73 and older must take required minimum distributions (RMDs) from tax-deferred retirement accounts. Learn how Charles Schwab can help you meet this requirement.

December 05, 2023

Annuities in Your Estate Plan

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

November 17, 2023

The Key Ages of Retirement

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

November 14, 2023

Tax planning

Ace Your Year-End Tax Game

To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.

December 05, 2023

Are You Ready for Tax Day?

The sooner you start gathering your tax forms and getting ready to file, the less stress you're likely to feel as Tax Day approaches.

December 05, 2023

2023 Taxes: 8 Things to Know

With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2023 taxes.

December 05, 2023