Download the Schwab app from iTunes®Close

Open an Account Log In Find a Branch Contact Us
Log In

Insights & Ideas

Keeping you at the forefront of modern investing
Format
Category
Section
Life Event
Content with Rob Williams
Vice President of Financial Planning, Schwab Center for Financial Research

Rob Williams is Vice President of Financial Planning for the Schwab Center for Financial Research (SCFR). In this role, he leads a team to develop research, insights, methodology, and training for Schwab clients, representatives, and advisors focusing on financial planning and wealth management across an investor’s life cycle, including saving for, preserving, and distributing assets in retirement.
by
Rob Williams
|
August 24, 2020
Times of crisis can bring clarity to what matters most. Here’s how to revalue and rebuild your finances.
by
Rob Williams
|
August 19, 2020
Here are five ways having a financial plan can help you.
Funding Your Retirement
by
Rob Williams
|
August 14, 2020
A guide to approaching distribution.
by
Rob Williams
|
August 04, 2020
Avoiding simple mistakes can extend the life of your portfolio.
by
Rob Williams
|
July 21, 2020
If you’ve retired but are considering returning to work, be aware that your decision may affect your tax situation, Social Security and Medicare benefits.
by
Rob Williams
Chris Kawashima
|
July 17, 2020
How much can you spend in retirement without running out of money? The “4% rule” is a popular rule of thumb, but we think you can do better. Here are our guidelines for finding your personalized spending rate.
by
Rob Williams
|
July 15, 2020
We break down which retirement accounts—IRAs or 401(k)s— may be right for you.
by
Rob Williams
|
July 10, 2020
Important distinctions exist between traditional and Roth IRAs, including eligibility and contribution limits. Here’s a guide to help you decide what’s best for you.
null
by
Rob Williams
|
July 10, 2020
Converting to a Roth IRA could save you money in retirement.
by
Rob Williams
|
May 22, 2020
Your company just announced a pension freeze or buyout—now what?

At Charles Schwab, we encourage everyone to take ownership of their financial life by asking questions and demanding transparency.

Our Insights & Ideas bring you information that fosters that ownership, because we believe that the best outcomes in life come from being fully engaged.

Want to know more? Talk with your Schwab Financial Consultant or call 800-355-2162.

Find a Branch

Thumbs up / down votes are submitted voluntarily by readers and are not meant to suggest the future performance or suitability of any account type, product or service for any particular reader and may not be representative of the experience of other readers. When displayed, thumbs up / down vote counts represent whether people found the content helpful or not helpful and are not intended as a testimonial. Any written feedback or comments collected on this page will not be published. Charles Schwab & Co., Inc. may in its sole discretion re-set the vote count to zero, remove votes appearing to be generated by robots or scripts, or remove the modules used to collect feedback and votes.