Taxes: The Business of Running Your Trading Business January 4, 2021 10:30 AM   |  

Taxes can be a drag. But they're necessary. And as a trader, there are some things you should know about taxes. Being aware of some important items at the start of the year can help make the process simpler and quicker.

5 min read  |  thinkMoney Magazine
Is the 1040-SR Tax Form Right for You? If You’re a Senior, It Could Be December 4, 2020 10:30 AM   |  

If you’re going to be 65 at the start of 2021, you’ll be able to file your taxes with Form 1040-SR. Here are some reasons this form might be a good choice for you.

5 min read  |  Income Tax
5 Year-End Tax-Planning Steps to Consider Before the End of the Year December 3, 2020 10:30 AM   |  

Before the year ends, it’s a good idea to set aside some time to review tax-planning strategies. Some of them could help reduce your tax burden or even give you a larger refund in 2021.

5 min read  |  Tax Strategy
Government Gridlock: Which Stock Sectors Might Benefit? November 18, 2020 10:30 AM   |  

In the past, gridlock in Washington has often been associated with strong outcomes for the stock market. It looks like we’ll have gridlock again in 2021, so which sectors stand to possibly benefit, and is there any potential market downside?

5 min read  |  Economic Trends
What Is Tax-Loss Harvesting? November 13, 2020 10:30 AM   |  

An automated tax-loss harvesting service might help you optimize after-tax returns. Learn the rules and strategies, and see an example of tax-loss harvesting in action.

6 min read  |  Tax Strategy
Cost Basis: Capital Gains, Losses, and Mythical Beings September 30, 2020 10:30 AM   |  

Knowing cost basis can be helpful, especially when it comes to preparing your taxes. Calculating it can be cumbersome, but TD Ameritrade makes the process simple by doing most of the work. Just select the data you want and export it in different formats.

3 min read  |  Web Platform
What Happens When You Inherit an IRA? Here’s a Breakdown August 10, 2020 10:30 AM   |  

Inherited IRA? Here’s what you need to know about making the most of that money.

5 min read  |  Estate Planning
Portfolio Reassessment in the Time of COVID-19: Not Your Typical Midyear Review June 2, 2020 4:00 AM   |  

Many people review their investments once a year. But many things can happen over the course of 12 months that might impact your investment portfolio, and this year it's especially important to review your financial situation as the COVID-19 crisis continues to upend markets.

5 min read  |  Portfolio Strategy
Retiring? Keep an Eye on These 5 Retirement Tax-Planning Strategies February 26, 2020 10:00 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
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
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
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
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