Planning and Retirement

The tools and services to help reach your goals

Learn about planning for retirement, including Individual Retirement Accounts (IRAs), retirement account distributions, and 401(k) rollovers. Build an effective portfolio while considering cash management and taxes ... all with TD AMERITRADE.

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Long Term Investing | TD AMERITRADELong Term Investing | TD AMERITRADE

We’ll show you simple and effective ways to monitor markets, manage data and make your move with confidence. Invest for the long term, on your terms.

 
 
 
 
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Investment Approach

Investment Approach

Discover how to build a diversified portfolio using a disciplined process in the face of dynamic conditions. And learn from our Chief Investment Strategist Stephanie Giroux — the guiding force behind our investment philosophy — through The Weekly Compass commentary and more. More about our investment approach.

WealthRuler™

Check if you're on course to meet your retirement goals. And see what you may need to do to get back on track. More about WealthRuler.

Portfolio Guidance

Portfolio GuidanceGet the tools, resources and support to quickly create an easy-to-manage portfolio tailored to your goals. Learn how to simplify the planning process with Amerivest, an innovative advisory service, Amerivest Target Date Investment Portfolios and TDX Independence ETFs. More about portfolio guidance. More about portfolio guidance.

Before investing in an ETF, carefully consider the investing objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact a Client Services representative at 800-669-3900. Please read the prospectus carefully before investing.

IRA Rollover

IRA RolloverLearn how to take more control of your assets by rolling over your old 401(k) to a TD AMERITRADE Rollover IRA. More about IRA rollovers.

Retirement Planning

Looking for a retirement planning solution? Find informative articles and calculators to help you shape a plan that meets your needs. More about retirement planning.

College Savings Plan

College Savings PlanFind out about 529 College Savings Plans, Coverdell Education Savings Accounts and custodial accounts available at TD AMERITRADE... with the resources to help you make an informed decision. More about college savings.

Tax Planning

Learn about tax-efficient investing, estate planning and other topics that can help you lower your tax bill. More about tax planning.

Financial Advisor Referral

Financial Advisor ReferralGet a referral to an independent financial advisor. More about financial advisors.

 

 

TDX Independence Funds, Inc. ETFs are distributed by ALPS Distributors, Inc. Amerivest Investment Management LLC serves as a sub-advisor to the Funds. TD AMERITRADE is not affiliated with TDX Independence Funds, Inc. or ALPS Distributors, Inc.

Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment advisor. Brokerage services provided by TD AMERITRADE, Inc. TD AMERITRADE, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD AMERITRADE Holding Corporation. Amerivest is a trademark of TD AMERITRADE IP Company, Inc.