About Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz

As chief strategist/consumer education for Charles Schwab & Co. Inc., Schwab Pomerantz is a leading advocate for individual investors. She speaks and writes extensively about personal finance issues and is a driving force in the movement to improve financial literacy in America. As president of the Charles Schwab Foundation, she also oversees the company’s philanthropic strategy and resources.

With her father, company founder, chairman and CEO Charles R. Schwab, Schwab Pomerantz co-authored "It Pays to Talk: How to Have the Essential Conversations With Your Family About Money and Investing," which Publishers Weekly called "a well-rounded primer that provides one-stop shopping for the many phases of financial understanding and planning.”

Schwab Pomerantz is a sought-after speaker whose public appearances have included appearances on "The Today Show," CNBC and NPR. In 2001, Working Woman magazine recognized her as one of four “Market Movers” in America who are “rewriting the rules of finance,” and she was also recognized as one of the “25 power Elite” in the financial services industry by Investment News. For four consecutive years, The San Francisco Business Times has named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business.

A graduate of the University of California, Berkeley, with a bachelor’s degree in Political Science, Schwab Pomerantz later earned a master’s degree in business administration from George Washington University. She holds NASD Series 7, 63 and 8 registrations.

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Can I Protect My Retirement Income and 401(k) From Taxes? Nov 15, 2017

Dear Carrie, I just turned 66 and have recently retired. I'll be collecting Social Security and a small pension. I also have a 401(k) but don't want to touch that until I really need it. Is there a way for me to preserve my 401(k) for later and m... Read More

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Roth vs. Traditional Nov 08, 2017

Dear Carrie, I've been contributing to a regular 401(k) for 8 years but my employer just started offering a Roth 401(k) plan as well. How can I decide which is best? —A Reader Dear Reader, The sheer number of retirement accounts can ... Read More

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Are You Making the Most of Your Employee Benefits? Nov 01, 2017

Dear Readers, If you're tempted to ignore this year's Open Enrollment period for your employee benefits, stop right there. While it's easy to feel secure because you already signed up last year, times and benefits change. What worked for you in the p... Read More