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Planning for Retirement

As You Wind Down the Road: Market Volatility and Your Retirement Portfolio

Discover insights to steady your strategy in a shifting market

Check out our extensive library of articles and videos to help you review and potentially adjust your portfolio to today's environment.

How to Use Benchmarks to Measure Portfolio Performance

Article | Learn how to use benchmarks to rebalance your portfolio.

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Retirement Portfolio Assets: Allocation by Age

Article | Discover how assets allocation can help shape your retirement strategy.

Retirement Income: How to Know if You're on Track

Article | When is the right time to retire? Assess all the key factors before making the big decision.

Three Simple Steps for Benchmarking a Portfolio

Video | See how well your portfolio is performing with these three simple steps.

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Helpful education in real-time

Get started with these archived sessions to help you review, benchmark, and assess your portfolio.

Practical strategies for uncertain times

Market volatility doesn't have to disrupt your retirement goals. Learn about different strategies that will help safeguard your retirement funds.

Older couple resting on the couch

How the CARES Act Changes Retirement Rules

Article | The novel coronavirus and related market volatility has made many investors nervous about their nest egg. Learn how different provisions of the CARES Act can help you protect your retirement savings.
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Planning for retirement? We've got you covered.

Provide for your financial future with a solid retirement plan.

Investing Basics: Planning for Retirement

Video | Retirement may be the largest financial goal you’ll ever have: this video will help you form a plan to get there
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How will you drive your retirement goals?

Discover different types of retirement accounts: the tax benefits they offer, whether a Roth or Traditional is best for you, and how rollovers work.

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Late Start on Retirement Planning? Start Catching Up on 401(k), IRA Contributions

Traditional vs. Roth IRA

Traditional and Roth IRAs

Video | Understand the differences between tax-deferred and tax-free IRAs so you can decide which is better for you.
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Already retired? Make the most of your nest egg

Discover investment strategies for maintaining a steady stream of income during your golden years.

RMD explained

What Is a Required Minimum Distribution Disribution (RMD)?

Video | Investors must take required minimum distributions (RMDs) from tax-deferred retirement accounts once they reach a certain age. Learn how they work.
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Social Security Taxes: 3 Ideas to Help Minimize the Impact

Infographic of nest egg

Tools to help get you started

Explore a variety of retirement tools, calculators, and checklists to help you make an informed decision.
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Helpful retirement planning lists for every stage of life

  • For those beginning to craft a strategy and save for retirement.
  • Fine tune your existing retirement strategy as you make a final push towards your goals.
  • Have peace of mind knowing you have a plan in place that's designed to make your retirement assets last.

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Check the background of TD Ameritrade on FINRA's BrokerCheck