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Asset Location & Asset Dislocation: Cashing in Your Retirement August 27, 2018 4:00 AM   |  

Asset dislocation—liquidating or selling the assets in your retirement accounts—involves tax planning and budgeting, among other things. Are you ready?

5 min read  |  Retirement Planning
If 52 Is My 62: Is Taking Early Retirement Right for Me? July 19, 2018 4:00 AM   |  

Explore how to know when taking early retirement makes sense, and some of the things you should consider before retiring.

5 min read  |  Social Security
Tax on Investments: Capital Gains Tax & Tax-Loss Harvesting June 21, 2018 4:00 AM   |  

Your investment decisions could impact your tax bill. Learn about the basic rules and some strategies to help maximize after-tax returns and potentially reduce the amount you owe.

3 min read  |  Tax Strategy
Small Business Spotlight: Simplified Employee Pension (SEP) IRA April 4, 2018 12:00 AM   |  

What is a SEP IRA? Designed with small businesses in mind, the SEP IRA may be ideal for small business owners and self employed individuals. From SEP IRA rules to contributions, TD Ameritrade can help you understand this retirement plan.

3 min read  |  Small Business
Tax Incentives: Govt Guiding Good Choices in Savings, Investing April 2, 2018 12:00 AM   |  

Tax incentives are designed to stimulate the economy. See the popular tax deductions and tax credits aimed at education, home buying and retirement savings from TD Ameritrade.

3 min read  |  Income Tax
Pass-Through Business Income and Tax Reform: Does It Affect You? March 19, 2018 12:00 AM   |  

Small businesses set up as pass-through entities might be able to take a 20% tax deduction thanks to new tax law. Learn more at TD Ameritrade.

4 min read  |  Income Tax
Taxpayer, Know Thy Deductions: Tax Deductible Basics and Tips March 16, 2018 12:00 AM   |  

Learn what a tax deduction is, what items may be tax-deductible, and more tax basics you can use to potentially reduce your taxes.

5 min read  |  Income Tax
Tax Reform and the Alternative Minimum Tax: Farewell until 2025 March 15, 2018 12:00 AM   |  

What is the alternative minimum tax and when does it apply? Learn about this special tax situation from TD Ameritrade.

3 min read  |  Income Tax
Get the Lowdown: How to File a Corrected 1099 March 12, 2018 12:00 AM   |  

Corrected 1099s typically mean there has been an income reallocation. Learn how to file a corrected 1099 from TD Ameritrade.

2 min read  |  Tax Forms
How Are Gains or Losses on Cryptocurrencies Taxed? March 7, 2018 11:00 PM   |  

How are cryptocurrency transactions taxed? How are the IRS and other taxing authorities planning to address Bitcoin taxes?

4 min read  |  Tax Strategy
Nearing Retirement? Five Steps to Prepare for Retirement Taxes February 26, 2018 11:00 PM   |  

Learn tips for retirement tax planning.

2 min read  |  Tax Strategy
Taxable Interest Income: Forms, Exceptions and Other Info February 21, 2018 11:00 PM   |  

Yay! You have interest income—you made money on time—but what about the taxes on the interest income? Learn about taxable interest from TD Ameritrade.

3 min read  |  Income Tax
How Tax-Free Investments May Benefit You, Your Kids, Charities February 11, 2018 11:00 PM   |  

We love our country but it is still hard to pay that tax bill, learn about tax free investments such as tax free bonds that can help diversify your portfolio and potentially lower your tax burden.

4 min read  |  Tax Strategy
Derivatives with Tax Benefits: Five Tax Options for Traders February 5, 2018 7:00 PM   |  

If options and other derivatives are a part of your portfolio, you should learn about the nuances of taxes on options trading, from the Ticker Tape by TD Ameritrade.

4 min read  |  Tax Strategy
Goodbye, Snail Mail and Paper Returns. Hello, e-Filing Your Taxes February 1, 2018 11:00 PM   |  

Tax preparation software and online tax filing services may make e-filing your taxes a breeze. Here are some tips on how to e-file taxes smoothly.

3 min read  |  Income Tax
April 15 Tax Return Postmark Deadline? Not This Year January 24, 2018 7:00 PM   |  

Yes, the IRS is a stickler about April 15 postmarks on tax returns. Except when it isn’t, which is on certain holidays. Learn why.

2 min read  |  Income Tax
Tax-Filing Myth Buster: When 1099s Are Due for Brokerage Accounts January 23, 2018 11:00 PM   |  

Learn brokerage account tax filing rules, including when consolidated 1099s are due, and the deadline for the tax year 2017.

2 min read  |  Tax Forms
What are Tax Brackets and Marginal Tax Rates? Questions Answered January 9, 2018 11:00 PM   |  

What are the tax brackets and how do marginal tax brackets work? Find out as we head into income tax season.

3 min read  |  Income Tax
Tax-Loss Harvesting: Reaping What You Sow With Tax Efficiency December 25, 2017 11:00 PM   |  

Learn how an automated tax-loss harvesting service might help you optimize after-tax returns.

6 min read  |  Tax Strategy
Estate Planning At Any Age: It's Not Just for the Wealthy December 19, 2017 11:00 PM   |  

Consider getting an early start to estate planning, no matter what your age or financial situation.

4 min read  |  Estate Planning
No Loose Ends: End-of-Year Tax Planning for Traders and Investors November 13, 2017 11:00 PM   |  

Tax planning as the year end approaches; traders, investors should know how wash sales, constructive sales, closing short positions, etc. could affect taxes.

7 min read  |  Tax Strategy
New Tax Time Strategy: Tax-Loss Harvesting November 7, 2017 11:00 PM   |  

Tax-loss harvesting available to TD Ameritrade Investment Management, LLC clients with taxable accounts invested in ETF Model portfolios.

4 min read  |  Tax Strategy
Income in Retirement? Consider an Annuity, but Understand the Risks July 12, 2017 12:00 AM   |  

Annuities are a retirement vehicle that can ride side-saddle with Social Security income and pensions. But they’re not for everyone.

5 min read  |  Annuities
Retiring Early? The Rule of 55 Might Let You Begin 401(k) Withdrawals June 29, 2017 12:00 AM   |  

An IRS rule allows you to avoid the 10% penalty for early distribution on company-sponsored retirement accounts, but you must qualify.

3 min read  |  Plan Distributions
Traders and Taxes: Special Tax Treatment for Special Situations March 28, 2017 12:00 AM   |  

Be aware of special tax rules such as gains, losses, and mark-to-market rules for traders and those who invest in certain derivatives.

5 min read  |  Income Tax
Attention Snowbirds: Don't Get Hit With Unexpected Tax Bills March 15, 2017 12:00 AM   |  

If you split your time between two residences, proper tax planning should include certainty on your residency status and domicile.

4 min read  |  Retirement Lifestyle
IRA Oops Moment: Crunch Your Net Income Attributable March 12, 2017 8:00 PM   |  

An Individual Retirement Account (IRA) excess contribution mistake can be reversed by calculating net income attributable (NIA). Here’s how to calculate your fix.

2 min read  |  Tax Strategy
5 Tax Prep To-Dos as You Hit Retirement January 8, 2017 7:00 PM   |  

The complex task of preparing taxes is a priority for many people this time of year. Even if you plan to let a pro take on your taxes, it’s a good idea to brush up on the basics.

3 min read  |  Tax Strategy
It’s That SIMPLE: Setting Up IRAs for Small Businesses December 28, 2016 11:00 PM   |  

The SIMPLE IRA can be an inexpensive retirement savings tool that employers may choose for their workers and themselves as well.

3 min read  |  Small Business
Social Security Is Strained. How It Could Affect Your Retirement November 8, 2016 11:00 PM   |  

Unless changes are made in the near future, the U.S. Social Security system may become underfunded, leaving future retiree benefits in doubt. How should you p

3 min read  |  Social Security
Getting Ready to Retire? Know The Tax Implications April 28, 2016 7:00 AM   |  

It’s important to know how tax rules differ in retirement, when your income is typically lower.

3 min read  |  Tax Strategy
Can You Really Set It and Forget It? Beware of Escheatment November 10, 2015 7:00 PM   |  

Did you know that your unknown, or “left alone,” investments may be in danger of tax consequences? States have some rights (and brokers the obligation) to esc

3 min read  |  Tax Strategy
Age-Beaters: Longevity Annuities May Be Your Income Answer October 18, 2015 8:00 PM   |  

After rule changes, deferred income annuities known as Qualified Longevity Annuity Contracts (QLACs) offer delayed income payments as late as age 85 for IRAs.

4 min read  |  Annuities
Trading For a Living: Trader Taxes and Mark-to-Market September 21, 2015 8:00 PM   |  

Trading for a living? Learn the unique tax considerations that impact full-time traders’ bottom lines.

4 min read  |  Income Tax
Death and Taxes: Take Inherited-IRA Consequences Head On May 31, 2015 8:00 PM   |  

Inherited individual retirement accounts (IRA) are truly a gift. But they pose unique challenges for beneficiaries who must follow distribution and tax rules.

5 min read  |  Estate Planning
Industry Spotlight: Options Tax Man is Looking Out for You January 1, 2015 12:00 PM   |  

There's good news (and bad news) about a new rule on options tax reporting for 2014.

1 min read  |  Tax Strategy
New Year’s Resolution: Get Up to Speed on New IRA Rollover Rule December 1, 2014 7:00 PM   |  

As new IRS rules on IRA rollover distributions take effect in 2015, it’s important investors understand the implications for taxes and retirement planning.

5 min read  |  IRA & 401k Plans
Index Annuities Myth Buster October 31, 2013 8:00 PM   |  

Index annuities popularity is on the rise and that’s a little scary. Put in your due diligence before you jump in.

6 min read  |  Annuities
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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.

The information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy, and is for illustrative purposes only. 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.

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