Matt Sadowsky
Director, Retirement & Annuities, TD Ameritrade

About Matt Sadowsky

Matt Sadowsky, RICP®, CRPC®, is Director of Retirement and Annuities at TD Ameritrade. His team coordinates products, tools, and services to address retirement needs of clients. He also serves as President of The TD Ameritrade Insurance Agency, LLC, overseeing distribution of third-party annuity products.

Matt graduated cum laude with a dual degree in philosophy and entrepreneurial management from the University of Pennsylvania College of Arts and Sciences and Wharton School of Business. He holds FINRA Series 7, 24, and 66 licenses, and is nationally licensed in both life and health insurance.

 

Get Matt’s perspective

Estate Planning: Build Up, Draw Down, Distribute Balance July 19, 2017 12:00 AM   |  

Learn why estate plans aren’t just for the wealthy, and what you can do to protect yourself and your loved ones.

5 min read  |  Estate Planning
Six Retirement Planning Tips to Turn Your Goals into Action June 21, 2017 12:00 AM   |  

When retirement planning, there are many things to consider while assessing your income, expenses and assets. These 6 steps can help turn your goals into acti

7 min read  |  Goal Planning
It's Your Time—How to Shed the Worry and Guilt in Retirement March 7, 2017 11:00 PM   |  

You've worked hard to save for retirement, so now it's important to enjoy the fruits of your labor.

4 min read  |  Retirement Lifestyle
Drawing It Down: Taming Dynamic Retirement Withdrawals January 24, 2017 11:00 PM   |  

Is a dynamic approach to retirement fund drawdowns right for you? Go beyond the 4% rule and explore other strategies.

3 min read  |  Plan Distributions
Drawing It Down: The Bucket Approach to Retirement Funds January 17, 2017 11:00 PM   |  

Learn about the “bucket approach,” a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.

3 min read  |  Plan Distributions
Drawing It Down: Think Sequentially to Limit Market Risk January 3, 2017 11:00 PM   |  

When considering how and when to draw down your retirement funds, look beyond the 4% rule and consider sequence of return risk.

2 min read  |  Retirement Planning
Drawing It Down: Tweaking the 4% Rule for Retirement Funds December 27, 2016 11:00 PM   |  

Part 1 of the 4-part "Drawing it Down" series looks at the 4% rule, and why the rule-of-thumb drawdown strategy may be in need of tweaks.

3 min read  |  Plan Distributions
New Math: Does the Age/Asset Allocation Rule Need an Update? April 12, 2015 8:00 PM   |  

The classic age/asset allocation formula is one place to start thinking about your retirement portfolio makeup. But the discussion shouldn’t stop there.

2 min read  |  Portfolio Management
Losing Its Luster? Why the 4% Rule Isn't So Golden Anymore January 29, 2015 4:00 AM   |  

The global financial crisis and other recent market developments raise questions over the validity of the 4% withdrawal guideline for retirement funds.

5 min read  |  Plan Distributions
Call Us
800-454-9272

Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.

Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.

adChoicesAdChoices

Market volatility, volume, and system availability may delay account access and trade executions.

Past performance of a security or strategy does not guarantee future results or success.

Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.

Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2022 Charles Schwab & Co. Inc. All rights reserved.

Scroll to Top