How does cost basis reporting impact investor taxes? It depends on the securities and how long positions are held. We explain.
It's tax season. If this is your first year, you have a lot to learn about how to file your taxes. Learn tips, tricks, and how-to at TD Ameritrade.
Financial fraud is a $1 billion industry and often targets the elderly. Here are some ways to provide fraud protection & prevention to your aging parents.
FINRA now requires that financial firms request "trusted contacts" from customers for fraud protection. In the event that the account holder becomes incapacitated or if fraud is suspected, the "trusted contact" can be relied upon.
Create a trading checklist. Why? Because you don't want inner emotions that might not have anything to do with investing get the best of you.
As people age, they often become more vulnerable to financial scams. Here are some common ones and tips on how to avoid them.
Learn how to assemble and follow an options trading checklist.
Risk controls are an integral part of any trading strategy. Learning the 2% and 6% rules may help you develop a plan to control your risk.
TD Ameritrade's trading experts share their daily routines.
Ready to start your tax preparation? Keep these five things in mind.
It’s never too early to have “the talk” with your parents—about how they plan to spend and pay for the rest of their lives.
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.
As the new year begins, it’s time once again to prepare for tax season. Here are five tips to help.
Learn how certain order types such as the limit order and stop-loss order can help you implement your exit strategy for options trades.
Breathe easier in retirement by building up a liquid emergency fund that can cover your household’s unexpected needs.
Could life’s curveballs wipe out your retirement savings? Prepare to adjust for unexpected hits to retirement plans.
Looking for a hedge? Consider short-term long put options or volatility trades aimed at protecting stocks from unexpected economic results.
The IRS three-year rule generally dictates how long you should curate your tax record clutter. Home-related records are one of the exceptions—plan to keep most of these documents, or an electronic record, as long as you live there.
Even savvy investors can’t be too careful. Tax refund fraud is expanding. Here are some tips for protecting yourself and taking quick action if suspicions rise.
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Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
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