Dara Luber
Senior Manager, Retirement Product, TD Ameritrade

About Dara Luber

As Senior Manager, Retirement Product at TD Ameritrade, Dara is responsible for the management and development of retirement strategy and investment services. With over 18 years of experience in the financial services industry, she has several years of service with Morgan Stanley and Citigroup Asset Management.

Dara is a contributor to The Ticker Tape.

 

Get Dara’s perspective

Time for a Checkup? Financial Health & Well-Being in Uncertain Times May 7, 2020 10:30 AM   |  

Do you perform an annual financial checkup? Just as annual medical checkups are an integral part of your health and well-being, it's also important to do a periodic assessment of your finances. During times of uncertainty it can be even more important.

4 min read  |  Creating a Budget
Late Start on Retirement Planning? Start Catching Up on 401(k), IRA Contributions April 3, 2020 10:30 AM   |  

Even if you got a late start on saving for retirement, there are ways to catch up on contributions to your 401(k) or IRA to have better chances of a successful life after work.

3 min read  |  Retirement Planning
5 Smart Things to Do With Your Tax Refund March 27, 2020 10:30 AM   |  

If you think you’re going to get a tax refund, consider how you can put that extra cash to good use. Here are five ideas.

5 min read  |  Tax Strategy
Ready for Roth? Why Now May Be the Time to Do a Roth Conversion March 11, 2020 10:30 AM   |  

With the stretch IRA gone thanks to the SECURE Act, it might be time to revisit your estate plan. If you have money in a traditional IRA, you might consider a Roth IRA conversion.

5 min read  |  IRA & 401k Plans
Have You Named Your Beneficiaries? It’s Easy, and Here’s Why You Should March 3, 2020 4:00 AM   |  

Identifying the beneficiaries for your retirement accounts might feel daunting, but it's actually simple. Get tips from TD Ameritrade about ways to protect your assets, beneficiary types, and updating forms to help simplify the process.

4 min read  |  Estate Planning
Spelling Out the RMD: Understanding Required Minimum Distributions January 31, 2020 10:15 AM   |  

If you’re turning 72 years old and have assets in a traditional IRA, 401(k), or 403(b), you’re subject to required minimum distributions (RMDs). Here are some things to know.

5 min read  |  Plan Distributions
IRA Tax Deduction: Know Your IRA Types & Tax Considerations January 31, 2020 10:00 AM   |  

Learn the rules around IRA deductions for this year. What are the different types of IRAs, and how can you choose the best one for you?

7 min read  |  IRA & 401k Plans
Boomer IRA & 401(k) Required Minimum Distribution (RMD) FAQs January 7, 2020 10:30 AM   |  

Avoid stiff RMD penalties: You may begin withdrawing funds from your IRA and 401(k) accounts at age 59 1/2, but when you turn 70 1/2, it's required.

4 min read  |  Plan Distributions
Social Security Taxes: 3 Ideas to Help Minimize the Impact January 2, 2020 10:00 AM   |  

Many retirees are surprised to learn that, above a certain income threshold, Social Security can be subject to taxation. Here are strategies to consider.

5 min read  |  Social Security
New Job? Deciding Whether to Roll Over the Old 401(k) December 30, 2019 10:30 AM   |  

People change jobs; it’s a fact of the modern workforce. But if you have a 401(k) from your old job, you need to decide what to do with it.

5 min read  |  IRA & 401k Plans
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