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

Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

March 27, 2026

Roth IRA Withdrawals

Investors tend to focus more on saving for retirement and less on what will happen when they take money out. We answer six common questions on making a Roth IRA withdrawal.

February 19, 2026

Consider tax-smart strategies

Plan your legacy

The latest bond insights

Cooper Howard

CD or Treasury? How to Choose

Cooper Howard
May 20, 2026
Collin Martin
Collin Martin

TIPS for Inflation Protection

Collin Martin
April 29, 2026

Protect your financial and physical well-being

Medicare for Globetrotters

Medicare can fall short when traveling. Here's how to fill the gaps.

October 31, 2025 Joseph Reyes • Schwab Center for Financial Research