Schwab Offers New Retirement Transition Tool

Charles Schwab & Co. is offering a new tool designed to help people transition into retirement by offering them help with income, investments, Social Security and other issues they will be facing.

The Schwab Real Life Retirement Services tool starts off with a complimentary retirement consultation that will cover options to close the gap between expected income and expenses; recommendations on ways to generate income from your savings; guidance on which investments to draw down first to generate additional income and support making the decision on when to consider taking Social Security...

Financial Planning: Schwab Offers New Retirement Transition Tool