TD AMERITRADE

Why wait? Get a personal stimulus package now.

Roll over your old 401(k) to a TD AMERITRADE Easy IRA. Get up to $500.*


Get your own financial stimulus package – while putting your multiple retirement accounts in one place. With the TD AMERITRADE Easy IRA, you can roll all your old 401(k) and other retirement accounts into one convenient, easy-to-monitor account. And when you open your account by 07/31/09, you could earn up to $500.

Let a Chartered Retirement Planning CounselorSM help you get started

Our counselors can:
  • Help you with the rollover process from start to finish.
  • Discuss your retirement goals and objectives.
  • Cover the benefits of a rollover.
  • Contact your 401(k) administrator for you.
  • Help you handle the paperwork.

With tax day behind you – and with this special offer – there’s never been a better time to focus on your retirement.


Research


Why Roll Over?


Portfolio Guidance


Investing Resources


Put your retirement to work for you with this exclusive limited-time offer, including:
Guidance from a Chartered Retirement Planning CounselorSM
Call 800-213-4583 to schedule a phone consultation with one of our counselors, who can help you get on track with your retirement goals.
Up to $500*
Roll over to a TD AMERITRADE Easy IRA by 07/31/09, and you could receive up to $500.
Here's how it works:
Roll over: Receive:
$25,000 to $99,999 $100
$100,000 to $249,999 $250
$250,000 or more $500
 

Before investing in any investment company, carefully consider the investment 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.

Market volatility, volume and system availability may delay account access and trade executions.

*Offer valid for clients who open a new TD AMERITRADE retirement account or a new eligible TD AMERITRADE Investing Account (IRA) using the Amerivest service by 07/31/09 and fund within 6 months of account opening, or fund an existing TD AMERITRADE retirement account with a transfer of assets from a qualified retirement plan within 6 months of registering online for the offer. A rollover of $25,000-$99,999 receives $100; a rollover of $100,000-$249,999 receives $250; and a rollover of $250,000 or more receives $500. Limit one offer per client. Not transferable and not valid with internal transfers or with other offers. Cash awards are valid within your IRA only and non-transferable to another existing TD AMERITRADE account. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules. Void where prohibited. Please allow 3-5 business days for any cash deposits to post to account. Account must remain open with minimum funding for 9 months, or TD AMERITRADE may charge the account for the cash awarded to the account. TD AMERITRADE reserves the right to restrict or revoke this offer. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

ETFs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. There is no assurance that the investment process will consistently lead to successful investing. Diversification does not eliminate the risk of experiencing investment losses.

No-transaction-fee (NTF) mutual funds are no-load mutual funds for which TD AMERITRADE does not charge a transaction fee. NTF funds have other fees and expenses that apply to a continued investment in the fund and are described in the fund’s prospectus. Funds held 180 days or less may be subject to a Short-Term Redemption Fee. This fee is in addition to any applicable transaction fees or fees addressed in the fund's prospectus.

WealthRuler does not make specific asset class or security recommendations. Users enter criteria including desired retirement age, income and planned expense information, plan end date, and current value and allocation percentages of stocks, bonds and cash. The tool classifies a user into one of five portfolio strategy/risk tolerance models. These models, combined with time horizon, determine the return and risk assumptions used in the calculations. The tool runs multiple simulations to determine the likelihood of plan success, during average and poor market conditions. Results may vary with each use and over time.

For complete details on criteria, methodology, limitations and key assumptions, please see Methodologies & Assumptions.

IMPORTANT: The projections or other information generated by WealthRuler regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

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 are 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.

Investments in fixed-income products are subject to liquidity (or market) risk, interest rate risk (bonds ordinarily decline in price when interest rates rise and rise in price when interest rates fall), financial (or credit) risk, inflation (or purchasing power) risk and special tax liabilities.

Municipal security interest may be subject to the Alternative Minimum Tax.

The College for Financial Planning® is separate from and not affiliated with TD AMERITRADE, and no endorsement of services should be inferred.

TD AMERITRADE, Division of TD AMERITRADE, Inc., member FINRA/SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. © 2009 TD AMERITRADE IP Company, Inc. All rights reserved. Used with permission.

TDX 342 Exp. 07/09