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THE CHARLES SCHWAB
GUIDE TO FINANCES
 
 After Fifty
 Answers to Your Most Important Money Questions
CARRIE SCHWAB- POMERANTZ
 with Joanne Cuthbertson
 
T informaion in his book is gnral in naur and no inndd as spci󿬁c, individualizd ax, lgal, or invsmn planning advic. Whr spci󿬁c advic is ncssary or appropria, plas consul wih a quali󿬁d ax advisor, CPA, 󿬁nancial plannr, or invsmn managr.T discussions of various invsmn tps hroughou h book ar in no way inndd as a soliciaion of any produc or srvic offrd hrough Charls Schwab 󰀦 Co., Inc., is affi lias, or any ohr invsmn 󿬁rm.Invsing involvs risk, including possibl loss of principal. Invsmn and insuranc producs ar no dposis, ar no FDIC insurd, ar no insurd by any fdral govrnmn agncy, ar no guaraned by a bank or any affi lia of a bank, and may los valu.Much of h informaion hrin is basd on ax yar 2013. Plas considr how ponial changs o h ax cod in fuur yars may affc your planning.T Schwab Cnr for Financial Rsarch (SCFR) is a division of Charls Schwab 󰀦 Co., Inc.Carri Schwab- Pomranz is prsidn of h Schwab Foundaion, snior vic prsidn of Charls Schwab 󰀦 Co., Inc., and chairman of h Board of Schwab Chariabl. Charls Schwab 󰀦 Co., Inc. (Mmbr SIPC), is a rgisrd brokr- dalr and wholly ownd subsidiary of h Charls Schwab Corporaion.T Charls Schwab Foundaion is a 501(c)(3) nonpro󿬁, priva foundaion ha is no par of Charls Schwab 󰀦 Co., Inc., or is parn company, T Charls Schwab Corporaion.Schwab Chariabl is h nam usd for h combind programs and srvics of Schwab Chari-abl Fund, an indpndn nonpro󿬁 organizaion. T Fund has nrd ino srvic agre-mns wih crain affi lias of T Charls Schwab Corporaion.Copyrigh © 2014 by T Charls Schwab CorporaionAll righs rsrvd.Publishd in h Unid Sas by Crown Businss, an imprin of h Crown Publishing Group, a division of Random Hous LLC, a Pnguin Random Hous Company, Nw York. www.crownpublishing.comCROWN BUSINESS is a radmark and CROWN and h Rising Sun colophon ar rgisrd radmarks of Random Hous LLC.Crown Businss books ar availabl a spcial discouns for bulk purchass for sals promoions or corpora us. Spcial diions, including prsonalizd covrs, xcrps of xising books, or books wih corpora logos, can b crad in larg quaniis for spcial neds. For mor infor-maion, conac Prmium Sals a (212) 572- 2232 or - mail spcialmarks@randomhous.com.Library of Congrss Caaloging- in- Publicaion daa is availabl upon rqus.ISBN 978- 0- 8041- 3736- 2 Ebook ISBN 978- 0- 8041- 3737- 9 Prind in h Unid Sas of Amrica
 Jackt dsign by Madln Les Jackt photography by Jack Huynh/Orang Photography 
10 9 8 7 6 5 4 3 2 1Firs Ediion

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