Retirement

Large Life Purchases: Is Using a 401(k) Loan a Good Idea? October 27, 2022 11:26 AM   |  

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

5 min read  |  IRA & 401k Plans
Can Real Estate Rentals Add to Retirement Income? September 6, 2022 5:41 PM   |  

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

2 min read  |  Retirement Lifestyle
How to Take In-Kind Distributions from Your Traditional IRA June 9, 2022 12:06 PM   |  

Stuck with an RMD? You don’t have to take it in cash. Here’s what you need to know about in-kind distributions from your IRA to your brokerage account.

5 min read  |  Plan Distributions
4 Steps to Help Make Sure Your Retirement Plan Is On Track April 15, 2022 10:41 AM   |  

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

2 min read  |  Retirement Planning
Taking Social Security Early: Why (and When) It May Make Sense August 25, 2021 10:15 AM   |  

It seems like a no-brainer to delay taking Social Security, but it might work better to claim your benefits early. Here are five reasons it may make sense.

4 min read  |  Social Security
Is the FIRE Still Burning? Financial Independence/Retire Early Movement, Late-Pandemic Edition August 9, 2021 10:15 AM   |  

The financial independence/retire (FIRE) early movement was popular years ago, but has COVID-19 derailed it? Here's a post-pandemic look at the FIRE movement.

4 min read  |  Retirement Planning
8 Tips to Help You Automate and Streamline Your Finances June 11, 2021 10:52 AM   |  

Follow this helpful guide of eight tips that can help you automate and streamline your finances.

2 min read  |  Household Finances
Still Seeking Fun in Retirement? Pursuing Goals and Dreams in a Post-Pandemic Retirement June 7, 2021 10:30 AM   |  

The COVID-19 pandemic may have clouded retirees’ views on pursuing their retirement dreams. Some might be rethinking views on gathering in crowds and heading to foreign destinations.

5 min read  |  Retirement Lifestyle
The Retirement Reality: Tips to Help Smooth Your Transition into Retirement March 30, 2021 10:09 AM   |  

Are you in retirement or about to transition into retirement? Here are tips for consideration as you make your retirement your new reality

2 min read  |  Retirement Planning
Needs, Wants, and Wishes: How to Plan For a Rich Retirement Life February 17, 2021 10:15 AM   |  

Be more confident preparing for retirement at any age. Here are some tips to help you start planning for your retirement.

2 min read  |  Retirement Planning
Unexpected Early Retirement: Does Your Planning Include Plan B? July 22, 2019 10:15 AM   |  

It’s important to have a retirement plan in place, but if you have to retire early, what sources of income can you rely on?

5 min read  |  Retirement Planning
Retirement Concern: How to Alleviate Four Common Fears for Retirees June 25, 2019 10:38 AM   |  

Preparing for retirement can feel like a daunting task. However, there are some things you can do to reduce common fears.

8 min read  |  Retirement Planning
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
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
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
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
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. © 2023 Charles Schwab & Co. Inc. All rights reserved.

Scroll to Top