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

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
Thrift Savings Plans: An Overview ... And What’s New in 2020 December 26, 2019 10:30 AM   |  

Are you a member of the military or a federal employee? Here’s what you should know about Thrift Savings Plans. Plus, new changes just went into effect in September 2019.

5 min read  |  Plan Distributions
Retirement Updates: 2020 IRA & 401(k) Contribution Limits December 24, 2019 10:30 AM   |  

The IRS has announced new contribution limits for tax-advantaged retirement plans. Learn the IRA and 401(k) contribution limits for 2020.

5 min read  |  IRA & 401k Plans
Starting Early: Traditional & Roth IRA for Kids September 17, 2019 10:15 AM   |  

It's never too early to teach kids about finances and help them start saving for their own retirement.

5 min read  |  IRA & 401k Plans
IRA and 401(k): Can I Contribute to Both? September 16, 2019 10:15 AM   |  

Can I contribute to a 401(k) and a traditional or Roth IRA? Many people have more than one retirement account. Maximize your retirement savings by understanding how you can contribute to multiple tax-advantaged retirement accounts.

4 min read  |  IRA & 401k Plans
College Savings Plans 101: Commonly Asked Questions Answered August 9, 2019 10:15 AM   |  

From getting your college savings plans started to later tax implications, we've got information on the most commonly asked college education savings questions.

5 min read  |  College Savings Plans
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