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Welcome USAA members.

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Welcome USAA members.
Take the next step toward your tomorrow with Schwab.

What's next? We're here to help you get ready.

Use our calculators to get quick answers to your financial questions. Or become a Schwab client and receive a complimentary financial plan to help you achieve your retirement goals.

Already a client? Log in to get your complimentary plan.
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Rethinking your retirement?

No matter if you're in your 20s or 50s, see where you stand and learn how to fill in any gaps. Get the answers and information you need with our retirement calculators.

Find out if you're saving enough >

See the impact of converting a Traditional IRA to a Roth IRA >

Estimate your annual RMDs or inherited RMDs >

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Saving for college?

Use our college savings calculator to answer a few questions about your goals for your student’s potential college plans, then receive an estimated monthly savings goal to help you plan ahead.

See if your tuition savings goals are on track >

College calculator

Thinking about a new home?

Begin to plan for your home purchase with the mortgage calculator. Based on your needs, see how much you could expect to pay each month.

See what you could expect for your monthly payment >

Mortgage Calculator

Create a personalized plan and investment strategy with guidance on your terms.

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    Your complimentary financial plan.

    At Schwab, every client can get access to Schwab Plan™ , a complimentary plan to help you reach your retirement goals. 

  • ICN-One-on-One

    One-on-one advice.

    Get one-on-one guidance to help you create a financial plan and investment strategy tailored to your goals. A Financial Consultant can also help you select the right level of services and connect you to specialists for more complex needs. Find a Financial Consultant near you.

Talk to a Schwab professional about financial planning.

IMPORTANT: The projections or other information generated by Schwab Plan™ regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

Please note that there are certain eligibility requirements for working with a dedicated Financial Consultant.

The information 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, economic or geopolitical 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.

USAA and the USAA logos are registered trademarks of the United Services Automobile Association and are being used by Schwab Holdings, Inc., and its affiliates under license.