Retirement Income: Will Yours Last?

March 8, 2020
Schwab's Kathy Jones (SVP, Chief Fixed Income Strategist) explores the challenges modern retirees face when planning for a reliable source of retirement income.
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We can help you with retirement income.

How to Stay on Top of Your Retirement Savings

Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

Do You Have Enough for Retirement?

Planning for your retirement income needs will help ensure you won't outlive your savings.

Please read the Schwab Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs. Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™ are made available through Charles Schwab & Co. Inc. (“Schwab”), a dually registered investment advisor and broker dealer. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). Schwab and CSIA are subsidiaries of The Charles Schwab Corporation.

Schwab Intelligent Income™ is an optional feature for clients to receive recurring automated withdrawals from their accounts. 

Schwab does not guarantee the amount or duration of Schwab Intelligent Income withdrawals nor does it guarantee any specific tax results such as meeting Required Minimum Distributions.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, financial planner or investment manager.

Diversification, asset allocation, automatic investing, and rebalancing strategies do not ensure a profit and do not protect against losses.

Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their account. Clients must choose to activate this feature.

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