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
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
First Time Home Buyer? 2017 Real Estate Tax Law Changes June 12, 2018 4:00 AM   |  

Thinking of buying a home but don't know what to expect from the changes to the tax code standard deduction? See how tax codes can impact purchasing your new home.

5 min read  |  Income Tax
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
Education Tax Deductions: A Savings Nudge from Your Uncle Sam March 28, 2018 12:00 AM   |  

Education tax deductions and credits, offered by dear uncle Sam, contribute to college funds and assist current college students . Learn about education tax deductions and credits today.

3 min read  |  College Savings Plans
What Is a Tax Refund Anyway? Demystifying and Maximizing February 21, 2018 11:00 PM   |  

What is a tax refund and how do I get as big a one as possible? Learn the most commonly missed refund tips and tricks from TD Ameritrade.

3 min read  |  Income Tax
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
REITs: Real Estate for Those Who Don’t Fancy Being a Landlord September 18, 2017 12:00 AM   |  

Got a property but don't want to be a landlord? Here's why you might consider selling the place and rolling the cash into a REIT.

3 min read  |  Real Estate
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
No Free Lunch with Municipal Bonds, But Here’s a Coupon for You March 27, 2017 12:00 AM   |  

Municipal bonds are exempt from federal taxes, and maybe some state taxes as well. But there are certain tax considerations when investing in munis.

3 min read  |  Portfolio Strategy
Tax Season (and More) Made Simpler With the TD Ameritrade Mobile App March 2, 2017 11:00 PM   |  

The TD Ameritrade Mobile app now has up to 7 years of tax documents and 10 years of statements available from your iOS or Android device.

2 min read  |  Mobile Apps
Job-Hopping? Don’t Skip These Retirement Ideas February 23, 2017 11:00 PM   |  

Switching jobs and looking to save for retirement? Figuring out how much to save, avoiding high fees, and using tools and calculators can help remove the gues

4 min read  |  IRA & 401k Plans
Cost Basis: Gains, Losses and Mythical Beings January 26, 2017 11:00 PM   |  

Computing your taxable gains and loss hinges on adjusted cost basis and holding periods. Cost basis values shouldn’t be so difficult to calculate.

3 min read  |  Web Platform
Real Estate: The New Twist on Portfolio Diversification November 21, 2016 11:00 PM   |  

S&P Dow Jones Indices recently added real estate to its list of sectors. Perhaps it’s time to explore real estate investment trusts (REITs).

2 min read  |  Real Estate
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
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