Retirement Income

September 29, 2022

Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome. Or explore other retirement topics:

ira social security rmds annuities 401(k)
Retirement Income

3 Retirement Income Mistakes to Avoid

Avoiding simple mistakes can extend the life of your portfolio.

Retirement

How Can You Make the Most of Your IRA Nest Egg?

What's the best way to shift your mindset when it's time to withdraw from your IRA?

Retirement Income

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.

RMDs

Working in Retirement: How Does it Affect Your Savings and RMDs?

Retired but thinking of going back to work? Be sure you understand how it could affect your savings plans and RMDs.

Social Security

A Guide on Taking Social Security

You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's how to decide.

Retirement

6 Things to Do If You're Nearing Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

Social Security

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.

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.

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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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