Retirement
Save for retirement and prepare for how you'll spend your money once you retire.
Income Too High for a Roth IRA? Try These Alternatives
If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.
4 Key Questions About Social Security
When and how to take Social Security comes down to more than just your age. Here, two Schwab experts answer common questions to help you decide.
New Contribution and Gifting Limits for 2025
Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Here's a look at what else is new for contribution and gifting limits in 2025.
How to Help Protect Yourself From Medicare Scams
Medicare fraud can take many forms, but the most prevalent scams seek to trick seniors into providing sensitive information.
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 to Know About Catch-Up Contributions
SECURE 2.0 requires higher earners to put their catch-up retirement savings in a Roth 401(k).
3 Retirement Income Challenges You Might Not Expect
Turning your retirement savings into a steady stream of income can be tricky. Here are three challenges to plan for.
How to Plan Your Retirement Withdrawal Strategy
After spending decades saving for retirement, you may feel a little uneasy when it comes time to start withdrawing and living off that money. What can you do to make it last?
How to Make Your Money Last in Retirement
Find out the key steps that make up any retirement income plan. The best way to implement it depends on how involved you want to be.
Get Your Retirement Income Plan on Track
With some planning, it's possible to turn your retirement savings into a monthly paycheck.