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Retirement
At What Age Should You Collect a Social Security Spousal Benefit?
by Carrie Schwab-Pomerantz
September 12, 2018
A nonworking spouse is eligible for a Social Security spousal benefit, but age and timing can affect how much.
by Carrie Schwab-Pomerantz
September 12, 2018
A nonworking spouse is eligible for a Social Security spousal benefit, but age and timing can affect how much.
How Can I Avoid Scams that Target the Elderly?
by Carrie Schwab-Pomerantz
September 05, 2018
Financial exploitation of seniors is on the rise, but you can make smart moves now to help safeguard your money.
by Carrie Schwab-Pomerantz
September 05, 2018
Financial exploitation of seniors is on the rise, but you can make smart moves now to help safeguard your money.
No Retirement Savings at 50? Here's How to Get on the Fast Track.
by Carrie Schwab-Pomerantz
August 08, 2018
If you've let retirement savings lag, there are still tax-smart ways to catch up—even at age 50 and beyond.
by Carrie Schwab-Pomerantz
August 08, 2018
If you've let retirement savings lag, there are still tax-smart ways to catch up—even at age 50 and beyond.
Saving for Retirement: How Much Is Enough?
by Carrie Schwab-Pomerantz
June 27, 2018
No matter where you live, you may have to save more for retirement than you had anticipated. Here are some ideas for how to make it happen.
by Carrie Schwab-Pomerantz
June 27, 2018
No matter where you live, you may have to save more for retirement than you had anticipated. Here are some ideas for how to make it happen.
Can You Contribute to an IRA If You Don't Have a Job?
by Carrie Schwab-Pomerantz
June 06, 2018
You have to have earned income to make an IRA contribution, but there are limitations and exceptions.
by Carrie Schwab-Pomerantz
June 06, 2018
You have to have earned income to make an IRA contribution, but there are limitations and exceptions.
Marriage and Money: 12 Questions to Ask Each Other Before Saying I Do
by Carrie Schwab-Pomerantz
May 30, 2018
There are many things to talk about and agree on before you get married and money should be one of them.
by Carrie Schwab-Pomerantz
May 30, 2018
There are many things to talk about and agree on before you get married and money should be one of them.
Does How You Manage Your Life Affect How You Manage Your Money?
by Carrie Schwab-Pomerantz
May 17, 2018
Life planning and financial planning go hand-in-hand, according to results of the 2018 Schwab Modern Wealth Index.
by Carrie Schwab-Pomerantz
May 17, 2018
Life planning and financial planning go hand-in-hand, according to results of the 2018 Schwab Modern Wealth Index.
How Will You Use Your Tax Refund?
by Carrie Schwab-Pomerantz
April 11, 2018
Are you getting a big tax refund this year? Use it wisely—then make sure you don't get one next year.
by Carrie Schwab-Pomerantz
April 11, 2018
Are you getting a big tax refund this year? Use it wisely—then make sure you don't get one next year.
Have You Made These Foolish Money Mistakes?
by Carrie Schwab-Pomerantz
March 28, 2018
If you've been fooled into making some common money mistakes, you're not alone. Here are real examples to consider.
by Carrie Schwab-Pomerantz
March 28, 2018
If you've been fooled into making some common money mistakes, you're not alone. Here are real examples to consider.
Five Ways to Keep Your Wedding Budget on Track
by Carrie Schwab-Pomerantz
March 19, 2018
It takes incredible planning to pull off a wedding—often at incredible cost. Here's how to keep things on budget.
by Carrie Schwab-Pomerantz
March 19, 2018
It takes incredible planning to pull off a wedding—often at incredible cost. Here's how to keep things on budget.
Can You Dip Into Your IRA to Buy a First Home? Should You?
by Carrie Schwab-Pomerantz
March 12, 2018
The IRS says you can use IRA money penalty-free for a first home purchase. But that doesn't mean it's a good idea.
by Carrie Schwab-Pomerantz
March 12, 2018
The IRS says you can use IRA money penalty-free for a first home purchase. But that doesn't mean it's a good idea.
Is Maxing Out Your 401(k) Enough?
by Carrie Schwab-Pomerantz
February 28, 2018
The IRS-mandated maximum 401(k) contributions could leave you short. To find out if you’re on target, do the math!
by Carrie Schwab-Pomerantz
February 28, 2018
The IRS-mandated maximum 401(k) contributions could leave you short. To find out if you’re on target, do the math!
Modern Love and Money: Who Picks Up the Check?
by Carrie Schwab-Pomerantz
February 07, 2018
Who pays on the first date? Who pays after that? Love and money can be tricky today, but some rules still apply.
by Carrie Schwab-Pomerantz
February 07, 2018
Who pays on the first date? Who pays after that? Love and money can be tricky today, but some rules still apply.
65 and Still Working: What to do with Medicare?
by Carrie Schwab-Pomerantz
January 31, 2018
Still working at age 65? That doesn't mean you should ignore Medicare. Get the facts to avoid possible penalties.
by Carrie Schwab-Pomerantz
January 31, 2018
Still working at age 65? That doesn't mean you should ignore Medicare. Get the facts to avoid possible penalties.
Will Collecting a Public Pension Reduce Your Social Security?
by Carrie Schwab-Pomerantz
January 24, 2018
Planning to collect both Social Security and a public pension? Unfortunately, Uncle Sam has other plans for you.
by Carrie Schwab-Pomerantz
January 24, 2018
Planning to collect both Social Security and a public pension? Unfortunately, Uncle Sam has other plans for you.
Roth vs. Traditional 401(k)—Which Is Better?
by Carrie Schwab-Pomerantz
November 01, 2017
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
by Carrie Schwab-Pomerantz
November 01, 2017
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
Can You Get Social Security Benefits From Your Ex?
by Carrie Schwab-Pomerantz
September 27, 2017
Ex-spouse Social Security benefits can boost your income, depending on your circumstances. Get the facts.
by Carrie Schwab-Pomerantz
September 27, 2017
Ex-spouse Social Security benefits can boost your income, depending on your circumstances. Get the facts.
Does Marriage Bring Financial Benefits?
by Carrie Schwab-Pomerantz
September 13, 2017
While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
by Carrie Schwab-Pomerantz
September 13, 2017
While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
What Is Wealth Part 2: How Important Is a Financial Plan?
by Carrie Schwab-Pomerantz
August 16, 2017
Putting off financial planning because it's too complicated? Here are three progressive steps to help you get started.
by Carrie Schwab-Pomerantz
August 16, 2017
Putting off financial planning because it's too complicated? Here are three progressive steps to help you get started.
Do You Have to Take an RMD When You Inherit an IRA?
by Carrie Schwab-Pomerantz
July 05, 2017
Inheriting an IRA can be a windfall—but the regulations can be a headache. Make sure you know tax and RMD rules.
by Carrie Schwab-Pomerantz
July 05, 2017
Inheriting an IRA can be a windfall—but the regulations can be a headache. Make sure you know tax and RMD rules.
Are You Ready to Invest?
by Carrie Schwab-Pomerantz
June 21, 2017
Investing begins with thoughtful answers to some important questions—whether online or in person.
by Carrie Schwab-Pomerantz
June 21, 2017
Investing begins with thoughtful answers to some important questions—whether online or in person.
How Can Couples Max Out Social Security Benefits?
by Carrie Schwab-Pomerantz
May 17, 2017
While Social Security changed the rules, it’s still worth it for couples to strategize on how to max out benefits.
by Carrie Schwab-Pomerantz
May 17, 2017
While Social Security changed the rules, it’s still worth it for couples to strategize on how to max out benefits.
Ex-Spouse Social Security Benefits: What's the Best Strategy?
by Carrie Schwab-Pomerantz
March 22, 2017
Even though you're divorced, you might be able to tap into your ex-spouse's work record for Social Security benefits—as long as you meet all the qualifications.
by Carrie Schwab-Pomerantz
March 22, 2017
Even though you're divorced, you might be able to tap into your ex-spouse's work record for Social Security benefits—as long as you meet all the qualifications.
Can You Contribute to Someone Else's IRA?
by Carrie Schwab-Pomerantz
March 01, 2017
Contributing to someone's IRA may seem a simple way to help, but the details of when, where and how are more complex.
by Carrie Schwab-Pomerantz
March 01, 2017
Contributing to someone's IRA may seem a simple way to help, but the details of when, where and how are more complex.
Yes, There are Retirement Benefits for a Nonworking Spouse
by Carrie Schwab-Pomerantz
November 01, 2016
Even if your spouse hasn’t worked outside of the home, he or she is entitled to certain retirement benefits, including Social Security.
by Carrie Schwab-Pomerantz
November 01, 2016
Even if your spouse hasn’t worked outside of the home, he or she is entitled to certain retirement benefits, including Social Security.
Laid Off and Worried About Money: What to Do Next?
by Carrie Schwab-Pomerantz
September 07, 2016
Handling your finances after a layoff takes careful planning, both to survive the present and help protect your future.
by Carrie Schwab-Pomerantz
September 07, 2016
Handling your finances after a layoff takes careful planning, both to survive the present and help protect your future.
Retirement Savings: Making Up for Lost Time
by Carrie Schwab-Pomerantz
August 03, 2016
You've put off saving. Do you have to put off retirement? Not necessarily. But you do need to start saving now!
by Carrie Schwab-Pomerantz
August 03, 2016
You've put off saving. Do you have to put off retirement? Not necessarily. But you do need to start saving now!
What Should You Budget for Healthcare Costs in Retirement?
by Carrie Schwab-Pomerantz
July 06, 2016
Healthcare costs can be pretty steep in retirement, even for a healthy person. Here's why.
by Carrie Schwab-Pomerantz
July 06, 2016
Healthcare costs can be pretty steep in retirement, even for a healthy person. Here's why.
Changing Jobs: What Should You Do With Your 401(k)?
by Carrie Schwab-Pomerantz
June 29, 2016
What you do with your 401(k) when you change jobs has a lot to do with both your current and future plans.
by Carrie Schwab-Pomerantz
June 29, 2016
What you do with your 401(k) when you change jobs has a lot to do with both your current and future plans.
Today's Retirement: Does the 4 Percent Rule Still Make Sense?
by Carrie Schwab-Pomerantz
June 08, 2016
The 4 percent rule for retirement is still useful—as long as you treat it as a guideline and remain flexible.
by Carrie Schwab-Pomerantz
June 08, 2016
The 4 percent rule for retirement is still useful—as long as you treat it as a guideline and remain flexible.
The Lowdown on 401(k) Loans
by Carrie Schwab-Pomerantz
March 16, 2016
There aren't strict rules on how many times you can take a 401(k) loan, but there can be far-reaching consequences.
by Carrie Schwab-Pomerantz
March 16, 2016
There aren't strict rules on how many times you can take a 401(k) loan, but there can be far-reaching consequences.
Does an Ex-Spouse Qualify for Survivor Benefits?
by Carrie Schwab-Pomerantz
November 04, 2015
There are three basic qualifications for ex-spouse survivors' benefits. But there's even more to consider.
by Carrie Schwab-Pomerantz
November 04, 2015
There are three basic qualifications for ex-spouse survivors' benefits. But there's even more to consider.
Taking Social Security at 62: Is It a Good Idea?
by Carrie Schwab-Pomerantz
October 14, 2015
Taking Social Security early is always an option—but it could cost you in the long run.
by Carrie Schwab-Pomerantz
October 14, 2015
Taking Social Security early is always an option—but it could cost you in the long run.
Retirement Conundrum: Spend Now or Save for Later?
by Carrie Schwab-Pomerantz
June 17, 2015
If you plan carefully, it's possible to enjoy retirement without jeopardizing your future—even if you live past 90!
by Carrie Schwab-Pomerantz
June 17, 2015
If you plan carefully, it's possible to enjoy retirement without jeopardizing your future—even if you live past 90!
Women and Retirement: Can You Afford Not to Save?
by Carrie Schwab-Pomerantz
May 06, 2015
Women are living longer than men but saving less for retirement. Here's why they need to save more—and sooner.
by Carrie Schwab-Pomerantz
May 06, 2015
Women are living longer than men but saving less for retirement. Here's why they need to save more—and sooner.
Social Security: Should You Wait Until Age 70 To Collect?
by Carrie Schwab-Pomerantz
March 25, 2015
While waiting to collect Social Security means a bigger monthly check, that's not the only thing to consider.
by Carrie Schwab-Pomerantz
March 25, 2015
While waiting to collect Social Security means a bigger monthly check, that's not the only thing to consider.
If You Have a 401(k), Do You Need an IRA, Too?
by Carrie Schwab-Pomerantz
February 25, 2015
While a 401(k) can be the backbone of your retirement plan, there's a good case for having an IRA as well.
by Carrie Schwab-Pomerantz
February 25, 2015
While a 401(k) can be the backbone of your retirement plan, there's a good case for having an IRA as well.
Close to Retirement? Don't Miss These Dates and Deadlines!
by Carrie Schwab-Pomerantz
January 14, 2015
Close to retirement? Here are some age-related dates and deadlines to put on your calendar.
by Carrie Schwab-Pomerantz
January 14, 2015
Close to retirement? Here are some age-related dates and deadlines to put on your calendar.
You've Inherited an IRA—Now What?
by Carrie Schwab-Pomerantz
October 01, 2014
Inherited IRA rules are different for spouses and non-spouses. Make sure you know the rules that apply to you
by Carrie Schwab-Pomerantz
October 01, 2014
Inherited IRA rules are different for spouses and non-spouses. Make sure you know the rules that apply to you
Who Qualifies for Social Security Survivor Benefits?
by Carrie Schwab-Pomerantz
May 28, 2014
It's hard to think of finances when a spouse has died, but don't ignore possible Social Security survivor benefits.
by Carrie Schwab-Pomerantz
May 28, 2014
It's hard to think of finances when a spouse has died, but don't ignore possible Social Security survivor benefits.
Retirement Ahead: Do You Have Enough Exposure to Stocks?
by Carrie Schwab-Pomerantz
April 23, 2014
It's recommended that people gradually move away from stocks as they get older—but can you overdo it?
by Carrie Schwab-Pomerantz
April 23, 2014
It's recommended that people gradually move away from stocks as they get older—but can you overdo it?
Can You Give Part of Your IRA to Your Family Tax Free?
by Carrie Schwab-Pomerantz
March 19, 2014
You may be willing to share your IRA with your family, but Uncle Sam wants his share, too.
by Carrie Schwab-Pomerantz
March 19, 2014
You may be willing to share your IRA with your family, but Uncle Sam wants his share, too.