Preparation

Cost Basis Reporting for Taxes: 1099-B Reporting Requirements March 21, 2018 8:00 PM   |  

How does cost basis reporting impact investor taxes? It depends on the securities and how long positions are held. We explain.

4 min read  |  Tax Forms
On the Tax Return Starting Block? Here's How to File Your Taxes March 15, 2018 8:00 PM   |  

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.

3 min read  |  Income Tax
Financial Fraud and Your Aging Parents: How To Help Protect Them March 1, 2018 11:00 PM   |  

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.

7 min read  |  Household Finances
Fraud Protection Targeted with Financial Industry Initiative February 8, 2018 11:00 PM   |  

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.

3 min read  |  Household Finances
Trade with Your Head, Not Your Heart: Develop a Trading Checklist January 22, 2018 7:00 PM   |  

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.

5 min read  |  Trading Psychology
Fraud Alarm: How Elderly Investors Can Guard Against Scams December 25, 2017 11:00 PM   |  

As people age, they often become more vulnerable to financial scams. Here are some common ones and tips on how to avoid them.

4 min read  |  Retirement Lifestyle
Piloting Your Options Strategy? Remember the Pre-Flight Checklist July 20, 2017 12:00 AM   |  

Learn how to assemble and follow an options trading checklist.

3 min read  |  Options Trading Basics
How the 2% and 6% Rules Can Help With Risk Management April 18, 2017 12:00 AM   |  

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.

3 min read  |  Trading Basics
Trader Routines Revealed: Nothing Wrong With Good Habits April 3, 2017 8:00 PM   |  

TD Ameritrade's trading experts share their daily routines.

6 min read  |  Trading Psychology
Five Things to Know Before Starting Your 2016 Taxes March 2, 2017 11:00 PM   |  

Ready to start your tax preparation? Keep these five things in mind.

3 min read  |  Tax Strategy
Never Too Early to Have the Long-Term Care Talk with Your Parents February 28, 2017 11:00 PM   |  

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.

3 min read  |  Household Finances
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
5 Things to Get Ready for Tax Time January 5, 2017 11:00 PM   |  

As the new year begins, it’s time once again to prepare for tax season. Here are five tips to help.

2 min read  |  Income Tax
Limit, Stop-Loss, or Trailing: A Few of Your Exit Order Options November 9, 2016 11:00 PM   |  

Learn how certain order types such as the limit order and stop-loss order can help you implement your exit strategy for options trades.

4 min read  |  Options Trading Basics
Still Need an Emergency Fund in Retirement? You Bet August 25, 2015 8:00 PM   |  

Breathe easier in retirement by building up a liquid emergency fund that can cover your household’s unexpected needs.

4 min read  |  Creating a Budget
Disruptions on the Way to Retirement? Hit Those Curveballs July 29, 2015 8:01 PM   |  

Could life’s curveballs wipe out your retirement savings? Prepare to adjust for unexpected hits to retirement plans.

4 min read  |  Goal Planning
Short-Sighted on Purpose: Options to Hedge Jobs Report July 1, 2015 8:00 PM   |  

Looking for a hedge? Consider short-term long put options or volatility trades aimed at protecting stocks from unexpected economic results.

3 min read  |  Advanced Options Strategies
Ditch the Shoebox: Tax Records You Can Safely Shred April 14, 2015 8:01 PM   |  

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.

3 min read  |  Tax Strategy
Be Wary: Tax Time Is Prime Season for Fraud April 1, 2015 5:00 AM   |  

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.

2 min read  |  Tax Strategy
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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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