- Schwab's IRA Center : Schwab’s IRA Center provides information on the various types of IRAs, tools and calculators to help people decide which IRA may be right for them, informational videos, and answers to frequently asked questions about IRAs.
- Retirement Consultation : Schwab clients have access to a complimentary retirement consultation with an investment professional covering an analysis of savings, income and expenses, personal retirement goals and milestones, and ways to generate income once in retirement. 1
- IRA Analyzer : Schwab’s IRA Analyzer gives people the ability to research and select the retirement account that's right for them.
- Schwab Real Life Retirement™ Services : Schwab’s Real Life Retirement Services provides a realistic approach to retirement, offering insights into actionable ways to save for and manage retirement savings, guidance on products and services, and access to stories and tips from real people. Watch Schwab client, Michael T. from Atlanta, Georgia, talk about how IRAs have helped shape his retirement.
*Changes to Roth IRA conversion income limit rules may not apply in all states. Certain states may impose penalties on conversions above the current income limits. Consult with a tax advisor for more information.About the Survey The Charles Schwab Retirement Survey was conducted by Koski Research between February 2 and February 6, 2012, using Random Digit Dialing of listed and unlisted numbers, with 20 percent of the sample reached by cellular/mobile phones. Quotas are set to ensure reliable and accurate representation of the entire U.S. population ages 18 and over. Results of any sample are subject to sampling variation. The magnitude of the variation is measurable and is affected by the number of interviews and the level of the percentages expressing the results. For the study of the entire U.S. population over age 18, the chances are 95 in 100 that a survey result does not vary, plus or minus, by more than 3.1 percentage points from the result that would be obtained if interviews had been conducted with all persons in the universe represented by the sample. About Charles Schwab The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 300 offices and 8.6 million client brokerage accounts, 1.5 million corporate retirement plan participants, 787,000 banking accounts, and $1.74 trillion in client assets as of January 31, 2012. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and mortgage services and products. More information is available at www.schwab.com and www.aboutschwab.com. (0312-1601) Follow us on Twitter: @charlesschwab Read our blog: Schwab Talk © 2011 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. 1 The consultation is complimentary although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses. 2 There is no fee to open and maintain your account. Other charges may apply. See the Charles Schwab Pricing Guide for Individual Investors (“the Guide”) and any amendments to the Guide for comprehensive details on fees. Photos/Multimedia Gallery Available: http://www.businesswire.com/cgi-bin/mmg.cgi?eid=50191246&lang=en