WORKING AMERICANS AND RETIREMENT

December 20, 2011

A new survey of working Americans from TD Ameritrade Holding Corporation (NASDAQ: AMTD) has found that members of Generation X and Y appear to have embraced the concept, and responsibilities, of self-directed investing more so than their Boomer and Mature parents and grandparents.

Key Findings - Retirement & Savings Habits of Working Americans

Press Release - Gen Y Saving More Rigorously for Retirement than their Parents & Grandparents.

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SEPARATING FINANCIAL "DOERS" FROM "DREAMERS"

November 15, 2011

Does the environment in which you were raised, your family dynamic or the society in which you live impact how responsible you are financially? What factors shape our money management personalities and how are they exhibited in other areas of our lives? The latest Investor Index Survey from TD Ameritrade helps uncover what influences our financial behaviors and ultimately separates financial "doers" from "dreamers."

Key Findings – Financial "Doers" vs. "Dreamers"

Press Release – Can Parents Groom Financially Successful Sons and Daughters?

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REDEFINING THE NEST EGG

June 8, 2011

The Great Recession has impacted how people manage their financial lives - especially how they plan and save for retirement. The consequences of Boomers "financially coddling" their Gen Y children is changing the way nest egg is defined.

This Investor Index Survey uncovers how demographics (age, gender, marital status, etc.), combined with economic events, influences financial behaviors.

Key Findings

Press Release - Boomerang Generation Derailing Parents' Retirement Goals

Press Release - Cost of Waiting: Why College Grads Should Start Saving for Retirement Now

Graphic - Cost of Waiting to Save for Retirement.jpg (hi-res)

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