Retirement

May 21, 2022

Save for retirement and prepare for how you'll spend your money once you retire. 

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Retirement

Should I File for Social Security Now or Later?

You don’t have to file for Social Security the moment you retire. In fact, most people will benefit by waiting.

IRA

Should Older Workers Contribute to IRAs?

3 ways to keep saving.

Retirement Income

5-Step Tax-Smart Retirement Income Plan

Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.

401(k)

Roth 401(k) vs. Roth IRA

Three reasons to consider contributing to a Roth 401(k), if available.

How much will you need to retire?

Use our calculator
Health Care

Potential, Long-Term Benefits of Investing Your HSA

Health savings accounts are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.

Retirement

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.

Retirement Income

Do You Have Enough for Retirement?

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

Financial Planning

Gig Workers: How Are You Managing Your Money?

As an independent contractor, you're not only your own boss, you're your own CFO. And there's a lot to think about.

Retirement Income

Timing Matters: Understanding Sequence of Returns Risk

If you are close to retiring, beware of the little-known sequence of returns risk that could take a huge slice out of your retirement income.

Retirement

Have You Considered These 4 Retirement Risks?

There are many unknowns when it comes to planning for retirement. Make sure you have a plan to address the biggest risks.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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