The average Self-Directed Brokerage Account (SDBA) 401(k) balance at Charles Schwab finished the fourth quarter of 2024 at $352,605, up by 13.6% since 2023, ...

We see this happen slightly in the median 401(k) balance column when going from the 55-to-64 age group ($95,642 median balance) to the 65+ age group ($95,425 median balance).

The average self-directed brokerage account within workplace 401(k)s finished at $335,857, down 4.7% from Q4 in 2024, according to Charles Schwab’s SDBA Indicators Report.

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled over to a Roth IRA without paying any taxes. I think they are wrong as I ...

While you might not feel as committed to 401(k) plans as markets roil, luckily, most companies still are. U.S. corporations understand that a 401(k) is a favorite employment perk. Charles Schwab's ...

If low fees are your top priority, Charles Schwab’s Solo 401(k) is Investopedia’s top pick. There are no setup or recurring fees, plus you get commission-free trades on stocks, ETFs, and ...

As of September last year, $8.9 trillion was sitting in 401(k) retirement accounts, ... consider taking early distributions carefully,” financial services company Charles Schwab said.

The Schwab Trading Activity Index ("STAX") dropped to 39.68 in May from 41.18 in April, bringing the behavior-based index into the "low" range, compared with historical averages.

Schwab and Candidly are also offering an integrated solution for employers implementing a student loan retirement match for their 401(k) plans as allowed by the SECURE 2.0 Act.