Retirement

Retiring? Keep an Eye on These 5 Retirement Tax-Planning Strategies March 8, 2019 4:00 AM   |  

As you approach the end of your career, it’s important to understand retirement tax strategies. Here are five things to keep an eye on.

3 min read  |  Retirement Planning
Ready, Aim, FIRE: Financial Independence, Retire Early? January 31, 2019 4:00 AM   |  

The financial independence movement is picking up steam. But is a FIRE retirement just a buzzword? Here’s what you need to know.

5 min read  |  Retirement Planning
4 Steps to Help Make Sure Your Retirement Plan Is On Track January 15, 2019 4:00 PM   |  

Retirement planning can be a daunting task. These four steps can help break the process down into manageable steps.

2 min read  |  Retirement Planning
IRA Tax Deduction: Know Your IRA Types & Tax Considerations January 9, 2019 4:00 AM   |  

Learn the rules around IRA deductions for this year. What are the different types of IRAs, and how do I choose the best one for me? Learn more at TD Ameritrade.

7 min read  |  IRA & 401k Plans
Writing a Will: Several Dos and Don’ts and Why You Need One December 28, 2018 4:00 AM   |  

Are you ready to start estate planning and writing a will? Let's explore several dos and don'ts of the estate planning process.

6 min read  |  Estate Planning
Your Financial Profile: Do Your Answers and Actions Match? October 25, 2018 4:00 AM   |  

Portfolio managers often use questionnaires to help investors with asset allocation, but sometimes there’s a disconnect between investors’ answers and their real-life objectives and risk tolerance. Keith Denerstein of TD Ameritrade explains.

5 min read  |  Investment Guidance
Rowing Your Own Boat: What Is a Solo 401(k) Plan? October 24, 2018 4:00 AM   |  

Being your own boss doesn’t preclude you from starting a 401(k) plan. This article outlines the pros and cons of a solo 401(k).

3 min read  |  Small Business
Pension Plans & 401(k): Defined Contribution vs Defined Benefit October 23, 2018 4:00 AM   |  

Pension plans and other defined-benefit plans may be going by the wayside, in favor of defined-contribution plans such as 401(k)s and IRAs. Learn why and what to do.

4 min read  |  Retirement Planning
Hard Rowing Ahead? The Future of Social Security & Your Retirement August 21, 2018 4:00 AM   |  

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 prepare?

3 min read  |  Social Security
70% of Millennials Call Themselves Savers. Six Ways You Can Too August 16, 2018 4:35 AM   |  

Like generations before them, millennials want to be financially secure. Learn six saving and investing strategies that can help you pursue your goals.

4 min read  |  Savings Goals
Taking Social Security Early: Why It May Make Sense August 10, 2018 4:00 AM   |  

Deciding when to take Social Security can impact how much you receive, how soon you may need to tap other savings, and possibly your tax bill.

4 min read  |  Social Security
Shifting Targets: Why Managed Investments Might Suit Pre-Retirees May 16, 2018 12:00 AM   |  

Target date funds can help you match your portfolio needs to different investment horizons, but it can be a one-size-fits-all strategy. Some investors choose a managed investment strategy as an alternative. Find out more here.

5 min read  |  Investment Guidance
Large Life Purchases: Is Using a 401(k) Loan a Good Idea? May 4, 2018 12:00 AM   |  

If you're thinking of borrowing from your 401k to fund a large purchase like a home, consider the 401k loan rules, pros, and cons carefully.

5 min read  |  IRA & 401k Plans
Life Happens: Have You Tweaked Your Portfolio Along the Way? August 28, 2017 12:00 AM   |  

Life has a way of happening, and investors should consider life changes as a time to assess retirement portfolios and long-term goals.

3 min read  |  Portfolio Strategy
Differing Views: When Partners Disagree on Retirement Investing June 8, 2017 12:00 AM   |  

When spouses have different investing styles, retirement planning can take some compromises from both sides.

4 min read  |  Retirement Planning
Baby Boomers Helping Their Millennial Adult Children Raise Kids March 17, 2017 12:00 AM   |  

How millennial parents are raising kids with help from both parents, or other support networks.

3 min read  |  Household Finances
It’s Tax Time Again! Six Tips to Max Tax Savings January 12, 2017 11:04 PM   |  

As the new year begins, it’s time once again to prepare for tax season. Here are six strategies that may help you lower your tax bill.

2 min read  |  Income Tax
Think Small: A New Strategy For Financial Goal Setting July 14, 2016 12:00 AM   |  

Our chief market strategist breaks down the day's top business stories and offers insight on how they might impact your trading and investing.

3 min read  |  Savings Goals
Can Real Estate Rentals Add to Retirement Income? June 29, 2016 12:00 AM   |  

Learn why some investors are turning to home rentals for an additional retirement income stream.

2 min read  |  Retirement Lifestyle
I Just Doubled My Account, Now What? A Case for Utility April 12, 2016 4:00 AM   |  

Is twice the cash twice the fun? Not if you take utility into account. Get some perspective on how much benefit you’ll get from the next dollar.

2 min read  |  Options Trading Basics
Saving and Investing Challenges for the Sandwich Generation (X) November 3, 2015 7:00 PM   |  

A TD Ameritrade survey finds Gen X is more worried about retirement savings than boomers or millennials. This “sandwich generation” may have more than retirem

4 min read  |  Retirement Planning
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