Recently, I played with Schwab's retirement calculator at https://client.schwab.com/app/accounts/ ... calculator. I sent some constructive criticism. In my opinion, the calc is not great compare to what is offered at Fidelity.
Schwab's response is "schwab offers retirement planning resources and calculators available to clients who self-manage their accounts. Due to your relationship with an independent investment advisor, your accounts are institutional and therefore not eligible for those resources".
What are these planning resources?
Schwab's response is "schwab offers retirement planning resources and calculators available to clients who self-manage their accounts. Due to your relationship with an independent investment advisor, your accounts are institutional and therefore not eligible for those resources".
What are these planning resources?
Statistics: Posted by gavinsiu — Fri Dec 06, 2024 9:50 pm — Replies 7 — Views 455