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CONTENT WITH Retirement

Retirement planning for savvy investors.

Estimating what you’ll need now can help ensure you’ll get there.
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.
While staying the course may be hard on your nerves, it can be healthier for your portfolio.

Schwab’s Kathy Jones (SVP, Chief Fixed Income Strategist) explores the challenges modern retirees face when planning for a reliable source of retirement income.

When it comes to retirement, even the best-laid plans can sometimes go awry. Here are four common fallbacks.
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We’ve made it easier to generate tax-smart withdrawals from your portfolio.
Whether your Social Security benefits are taxable depends on your income level and, in some cases, the state in which you reside.
New legislation aims to help Americans save more for the future—and manage costs in the present.
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
A simple, modern way to pay yourself in retirement from your portfolio with Schwab Intelligent Income™.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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