Americans Want the Government to Spend Their Tax Dollars on Affordable Health Care and Job Creation

February 12, 2013

If Americans could choose how the U.S. government spends their tax dollars, they'd designate affordable health care (38%) and job creation (36%) as top priorities. The survey also revealed that the desire for more affordable health care increases with age (35% of Gen Y; 38% of Gen X; 44% of Baby Boomers).

Press Release – Americans Want the Government to Spend Their Tax Dollars on Affordable Health Care and Job Creation

Infographic – Americans' Views on How Tax Dollars Should be Spent by the Government

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Americans Plan To Save, Not Spend, Tax Refunds

February 6, 2013

Nearly half (47%) of Americans expect to receive an income tax refund in 2013. Among them, 47 percent plan to save their refund money and 44 percent plan to pay off debt. Survey respondents also plan to use their refund to purchase necessities (28%), invest (15%), or to donate their refund to charity (6%). Only 15 percent said they plan to spend their refund on discretionary items.

Press Release – Americans Plan to Save, Not Spend, Tax Refunds

Infographic – 2013 Income Tax Refund Expectations and Intentions

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Boomers & Retirement: Separating the Prepared from the Unprepared

December 13, 2012

When it comes to Boomers, what factors have the biggest impact on retirement readiness? Is good financial discipline enough, or do external factors such as a challenging economy trump even that best financial behaviors? A new survey released by TD Ameritrade Holding Corporation (NYSE: AMTD) takes a closer look at what patterns separate prepared from unprepared Boomers in retirement.

Press Release - Start Saving before Age 30 and Talk to Your Kids About the Financial Facts of Life, TD Ameritrade Boomer Survey Suggests

Key Findings - 2012 Baby Boomer Survey

Infographic - Boomer Retirement Preparedness

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2013 Goals & Outlook

December 11, 2012

While 2012 was a tough financial year, many Americans feel optimistic that 2013 will be brighter both personally and economically. In fact, 43 percent of Americans are optimistic about 2013 and believe the economy is on the rebound. That's nearly double the 24 percent who last year said they were optimistic about 2012.

Press Release - New Year, New Outlook: Americans Increasingly Optimistic that U.S. Economy is on the Rebound, Despite Looming Fiscal Cliff

Press Release - TD Ameritrade Survey: New Year's Resolutions Focus on Health Above Money

Infographic - New Year's Resolutions and 2013 Outlook

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U.S. Olympic Athlete Survey-Athletic vs. Fiscal Discipline

July 25, 2012

For U.S. Olympians, athletic excellence is a way of life. But does that same mindset apply when it comes to their finances? A new survey of U.S. Olympic athletes released by TD Ameritrade Holding Corporation (NYSE: AMTD), official online brokerage sponsor of Team USA, explores whether or not U.S. Olympians apply the same level of discipline to their financial lives.

Press Release- For U.S. Olympians, Does Athletic Discipline Translate to Fiscal Discipline?

Key Findings-U.S. Olympic Athlete Survey

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Generation Z - A Closer Look at the Next Generation of Investors

June 20, 2012

For many, Generation Z may seem too young to be thinking about their financial futures. However, a new survey by TD Ameritrade Holding Corporation (NYSE:AMTD) has found that these up-and-coming investors may be savvier than we realize. Among the findings, the survey found that Gen Z is well aware of the importance of money - already preparing for major expenses they will face, such as higher education costs. This survey takes a closer look at the financial viewpoints of Gen Z compared to that of their parents, highlighting key differences along the way.

Press Release- TD Ameritrade Survey Uncovers the Next Generation of Investors - Gen Z

Key Findings-Generation Z and Money

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THE RETIREMENT REFORMATION

June 13, 2012

When it comes to the idea of retirement, a lot has changed over the past few decades. The latest Investor Index survey from TD Ameritrade Holding Corporation (NYSE:AMTD) explores Americans' outlook and sentiment toward retirement, as well as what retirees wish they would have done differently in preparing for their golden years.

Press Release- When Did "Retirement" Become a Bad Word?

Infographic - The Retirement Reformation

Key Findings - The Retirement Reformation

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WORKING AMERICANS AND RETIREMENT

December 20, 2011

A new survey of working Americans from TD Ameritrade Holding Corporation (NYSE: 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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