Retirement
Save for retirement and prepare for how you'll spend your money once you retire.
4 Steps to Navigate Medicare Open Enrollment
Medicare open enrollment—which runs from October 15 through December 7 this year—is your chance to check in on your Medicare plan and, if needed, change it.
Tax-Saving Moves You Can Make Before Year-End
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.
The Backdoor Roth: Is It Right for You?
If your income is too high to contribute to a Roth IRA, there's another way in—but it comes with some caveats.
What Is an HSA?
Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.
401(k) Hardship Withdrawals vs. Loans
Should the worst come to pass, could you consider tapping the savings in your 401(k)? Here's what to know about hardship withdrawals and 401(k) loans.
Should You Save for Retirement 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.
The Most Important Ages of Retirement
Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.
What is a 401(k) and How Does It Work?
Learn how 401(k) retirement plans work and get answers to questions on contribution limits, distributions, and more.
9 Things Every Retired Person Should Do
The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.
4 Tips for Aging in Place
Many retirees would like to continue living independently and in their own home as they age. Schwab wealth expert Susan Hirshman offers some considerations to help you prepare.