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 ’s perspective

Learning About Learning Costs: Making Sense of Education Expense Tax Deductions and Credits January 22, 2021 10:15 AM   |  

If you have kids, you already know that education can be expensive. But your dear Uncle Sam has offered up a number of tax deductions and tax credits to help you.

3 min read  |  College Savings Plans
Putting Off Your Estate Planning? These 5 Tips Can Help May 13, 2020 12:21 PM   |  

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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