Spring 2023 Issue

March 9, 2023
Explore the Spring 2023 edition of Onward magazine.

The years immediately preceding and following retirement are some of the most financially precarious, and for people preparing for that transition, missteps could be costly. In this issue, you'll find the greatest risks to your portfolio during this so-called dangerous decade—along with strategies for mitigating them.

Elsewhere in the magazine, Schwab experts discuss the future of Social Security, explain why municipal bonds can be attractive during a downturn, offer tips on what could trigger—and how to deal with—an IRS audit, and more.

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

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