Amy Heller
Manager, Digital Platforms, TD Ameritrade

About Amy Heller

Amy Heller has been with TD Ameritrade since 2013. She and her team are responsible for developing new digital client experiences across various digital platforms such as mobile, desktop, and tablets to enhance the TD Ameritrade client experience. In her previous role at TD Ameritrade, Amy was responsible for providing retirement products related to IRAs, small business retirement accounts, and education savings offerings (529 plans, Coverdells, and UGMA/UTMA accounts) to help clients pursue their retirement and education savings goals.


Get Amy's perspective

Education Tax Deductions: A Savings Nudge from Your Uncle Sam March 28, 2018 12:00 AM   |  

Education tax deductions and credits, offered by dear uncle Sam, contribute to college funds and assist current college students . Learn about education tax deductions and credits today.

3 min read  |  College Savings Plans
How to Pay for College? Consider a College Savings Plan February 19, 2018 7:00 PM   |  

It's no secret that college isn't cheap, and education continues to get more expensive every year. Learn the college savings plans designed to help you pay toward college.

5 min read  |  College Savings Plans
Consider Investing Toward College for a Loved One with a 529 Plan December 14, 2017 11:00 PM   |  

As college costs continue to climb, it may be time to consider saving for college. Explore the topic of 529 plans and how they fit into a financial plan.

3 min read  |  College Savings Plans
Putting Off Your Estate Planning? These 5 Tips Can Help August 31, 2017 12:00 AM   |  

Estate planning is a task that we tend to avoid, but it needs our focus. This checklist can help ensure you don’t miss any key steps.

5 min read  |  Estate Planning
Paying for College? Here’s How to Use those Savings Plans April 7, 2017 12:00 AM   |  

Paying for college? Here’s the smart way to spend with 529s and Coverdell education savings plans.

3 min read  |  College Savings Plans
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