Planning for Retirement

The tools and services to help reach your goals

Learn about planning for retirement, including Individual Retirement Accounts (IRAs), retirement savings strategies targeted to your life stage and 401(k) rollovers. Build an effective portfolio while considering cash management and taxes ... all with TD AMERITRADE.
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Long Term Investing | TD AMERITRADELong Term Investing | TD AMERITRADE

We’ll show you simple and effective ways to monitor markets, manage data and make your move with confidence. Invest for the long term, on your terms.

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Investment Approach

Investment ApproachDiscover how to build a diversified portfolio using a disciplined process in the face of dynamic conditions. More about our investment approach.

WealthRuler™

Will you be prepared for retirement? If your answer is "it all depends," WealthRuler can help you gauge your retirement outlook based on varied market conditions, expected income, pre- and post-retirement expenditures, asset allocation and more. More about WealthRuler.

Portfolio Guidance

Portfolio GuidanceGet the tools, resources and support to quickly create an easy-to-manage portfolio tailored to your goals. Get professional management, manage your own portfolio, pick a date and invest or diversify with a single fund. Learn how to simplify the planning process with Amerivest, an innovative advisory service, Amerivest Target Date Investment Portfolios and TDX Independence ETFs. More about portfolio guidance.

Before investing in an ETF or mutual fund, carefully consider the investing objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact a Client Services representative at 800-669-3900. Please read the prospectus carefully before investing.

Retirement Planning

Retirement PlanningCustomize your retirement vision and savings strategy to your stage in life. Whether you're just starting out in the workforce or getting ready to take distributions from your retirement account, we're here to help. More about retirement planning.

IRA

Learn how to choose the IRA that's right for you, maximize your 401(k), consolidate and save on fees, understand contribution strategy and manage your account. More about IRAs.

College Savings Plan

College Savings PlanFind out about 529 College Savings Plans, Coverdell Education Savings Accounts and custodial accounts available at TD AMERITRADE... with the resources to help you make an informed decision. More about college savings.

Tax Planning

Learn about tax-efficient investing, estate planning and other topics that can help you lower your tax bill. More about tax planning.

Small Business

Small BusinessAttract and retain the best employees, manage taxes and prepare for the future with the right retirement plan. More about small business.

Financial Advisor Referral

Get a referral to an independent financial advisor. More about financial advisors.

 

 

TD AMERITRADE does not provide tax or legal advice. It is recommended that you consult with a tax advisor regarding your personal tax situation.

TDX Independence Funds, Inc. ETFs are distributed by ALPS Distributors, Inc. Amerivest Investment Management, LLC serves as a sub-advisor to the Funds. TD AMERITRADE is not affiliated with TDX Independence Funds, Inc. or ALPS Distributors, Inc.

Offer valid for individuals who open a new TD AMERITRADE retirement account or a new Amerivest-related IRA account by 04/15/10 and meet funding requirements within 6 months of account opening. Funding/rollover of $25,000 - $99,999 receive $100 cash, funding/rollover of $100,000 - $249,999 receives $250 cash, funding/rollover of $250,000 or more receives $500 cash. Limit one offer per client per calendar year. Not transferable and not valid with TD AMERITRADE Institutional accounts, internal transfers or with other offers. Cash awards are valid within your IRA only and non-transferable to another existing TD AMERITRADE account. Void where prohibited. Account must remain open with minimum funding for 9 months, or TD AMERITRADE may charge the account for the cash awarded to the account. TD AMERITRADE reserves the right to restrict or revoke this offer. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. Please allow 3-5 business days for any cash deposits to post to account.

Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment advisor. Brokerage services provided by TD AMERITRADE, Inc. TD AMERITRADE, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD AMERITRADE Holding Corporation. Amerivest is a trademark of TD AMERITRADE IP Company, Inc. Amerivest provides non-discretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities.