News and industry trends for the media
February 16, 2010
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Survey Finds Investors Want to Know More Before Making Roth Conversions
A recent survey of more than 1,000 of TD AMERITRADE Holding Corporation's (NASDAQ: AMTD) retail investor clients found that of those surveyed who have a retirement savings account that could be converted to a Roth IRA, forty four percent are undecided on the matter.
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New Save Yourself® Retirement Program shifts investors from thinking about retirement planning to action
The Save Yourself Retirement Program provides guidance from the nation's most trusted personal finance sources.
Every year, tax time presents a prime opportunity to establish a plan for retirement, but ongoing research shows most investors don't know how to get started or what to invest in. More
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Spotlight on: IRA Selection Wizard
Getting over the initial hurdle of deciding which retirement account is right for you is often the most difficult part of the planning process.
TD AMERITRADE's IRA Selection Wizard helps investors assess their current needs and helps determine whether a Roth or Traditional IRA is the most suitable for them. The IRA Selection Wizard takes into account several variables before making a suggestion, including tax-filing status, age, adjusted gross income and investor participation in employer-sponsored plans. More
