Retirement Income

Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.

2025 RMD Reference Guide

What's new with required minimum distributions? We cover the basics here.

What Should You Know About Annuities?

A basic overview of annuities and how they can fit into an investor's retirement plan—with Rob Williams, a managing director and Retirement Income Certified Professional at Schwab.

Understanding Bond Yield Measurements

What a bond pays can be calculated in many ways. Here are eight common measures, including yield to maturity and yield to call, for assessing a bond's yield relative to your goals.