Living in Retirement

Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

Manage your retirement income

Retirement Income

Creating a Retirement Paycheck

From understanding your income sources to prioritizing your order of withdrawals, creating a steady income stream in retirement is a complex undertaking. Consider these five rules to help guide you.

August 16, 2024

Taxes

Tax Efficiency in Retirement

Learn about two different withdrawal strategies that can be used to efficiently manage your taxes in retirement.

August 15, 2024

Social Security

Social Security Guide

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 help on how to decide.

August 14, 2024

Social Security

The Future of Social Security and Medicare?

Medicare and Social Security are projected to run out of money by 2036. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.

August 14, 2024

IRA

Roth IRA Conversion and Taxes

How to make the most of a Roth IRA conversion.

August 12, 2024

Consider tax-smart strategies

Taxes

Tax Efficiency in Retirement

Learn about two different withdrawal strategies that can be used to efficiently manage your taxes in retirement.

August 15, 2024

Trusts

4 Common Trust Mistakes

A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.

August 14, 2024

IRA

Roth IRA Conversion and Taxes

How to make the most of a Roth IRA conversion.

August 12, 2024

Plan your legacy

Charitable Giving

Ins and Outs of Charitable Trusts

Charitable lead trusts or charitable remainder trusts can help satisfy your philanthropic and financial goals. Here's how to include charitable intentions in your estate plan.

August 16, 2024

Estate Planning

6 Key Estate-Planning Roles

Designating people you trust to fill important roles, including executor and power of attorney, is essential to a successful estate plan.

August 16, 2024

Retirement

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.

August 16, 2024

Trusts

4 Common Trust Mistakes

A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.

August 14, 2024

Trusts

Charitable Remainder Trusts

A charitable remainder trust can provide a tax break and income for life.

August 09, 2024

Trusts

Trusts and Rates

The three estate planning strategies that can benefit from low interest rates.

August 09, 2024

The latest bond insights

Bonds: Shaken, Not Stirred

Kathy Jones
August 14, 2024

Why to Consider MBS Now

Collin Martin
July 18, 2024

Bonds Face Tug-of-War

Kathy Jones
July 11, 2024

Manage your investments

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Markets and Economy

Why to Consider MBS Now

Markets and Economy

How Do Treasury Auctions Work?

Bonds

Outlook: Corporate Bonds

Bonds

Is a Maturity Wall Coming?

Bonds

Agency Bonds for Extra Yield?

Cash

Do I Have Too Much Cash?

Protect your financial and physical well-being

Retirement

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.

August 16, 2024

Fraud Prevention

Beware Check Fraud

Criminals are going back to basics with paper check scams.

August 16, 2024

Fraud Prevention

Cybersecurity Travel Tips

Devices can help keep you connected while traveling, but they're also susceptible to unique risks. Here's how to boost your cybersecurity when you're away from home.

July 29, 2024

Explore more topics

Social Security RMDs Taxes Investments Trusts Charitable Giving Estate Planning Wills Portfolio Management

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks including loss of principal.

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.

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