Your retirement.
Your way.

Learn more

Or call 800‑213‑4583 to speak with a Financial Consultant.

Earn up to $2,500

when you choose to roll over or transfer to a new or existing IRA.1

There's only one way to retire: Yours. Start preparing for it today by consolidating accounts with a TD Ameritrade IRA, even rolling over an old 401(k). You'll get a better overall view of your investments. And you'll have access to free education, tools, and one‑to‑one support to help you take more control of your retirement plan, whatever your plan may be.
Long‑term investing
Six years in a row
Barron's 2018 Online Broker Review

Our knowledgeable professionals and online tools can help you develop and refine your retirement strategy, whether you're just getting started with a plan or if retirement is just around the corner.

Goal Planning

Get help with defining your goals and developing a detailed plan to pursue them. Contact us today to schedule a complimentary goal planning session with a Financial Consultant.

Retirement Calculator

See if you're on track toward your goal.

Portfolio Planner

Analyze your asset allocation and see if it aligns with your short‑ and long‑term goals.

Investment Screeners

Find funds that will align with your strategy.

Income Planning Worksheet

Understand your retirement expenses and develop a financial plan that can help you feel comfortable about your future.

Take as much control as you want over your retirement portfolio with a broad range of investment choices.

Build the portfolio you want with bonds, CDs, no‑transaction-fee mutual funds2 and commission‑free ETFs,3 as well as options and futures (with proper approval).

Learn ways to help generate income as you enter the next stage of life with income solutions.

Consider rolling over your 401(k) from a previous employer into a professionally managed portfolio from
TD Ameritrade Investment Management, LLC.:

Essential Portfolios

Automated solution available for a low cost and low minimum investment.

Selective Portfolios

Broader range of goal‑oriented portfolios with more advanced strategies.

Personalized Portfolios

Customized solution tailored to you based on your overall financial picture.

Study up on investment strategies designed to help you confidently work toward your goals.

Understand what steps you can take to plan for retirement with the Investing Basics: Retirement video and evaluate which account is right for you with the Retirement Accounts video.

Get the help you need to create a solid retirement plan, no matter where you are in life—starting out, nearing retirement, or in retirement.

Learn more about building an income generating portfolio whether you are nearing retirement or already there.

Read up on IRA rollovers to help you determine if a rollover may be right for you with these articles on The Ticker Tape®:

Our knowledgeable professionals and online tools can help you develop and refine your retirement strategy, whether you're just getting started with a plan or if retirement is just around the corner.

Open an account online.

Take a step toward taking control of your retirement planning.

Already have a TD Ameritrade IRA?

Consolidate your accounts to gain greater control over your retirement.

For illustrative purposes only

Find out what your 401(k) fees are costing you

Are the fees you're paying on your old 401(k) too high? Make sure your money is going where you want with the free 401(k) fee analyzer powered by FeeX:

  • See what fees you're paying and why you're paying them
  • Learn ways to potentially pay less and have more to invest toward retirement
  • Get help determining if rolling over your old 401(k) or other employer-sponsored retirement plan is right for you

Your complete Rollover Guide

It's never been easier to move your funds from your old 401(k) into a TD Ameritrade IRA. Just follow the three simple steps below or download our printable guide.

1

Open an IRA with TD Ameritrade

Our knowledgeable reps are standing by to help you with everything from paperwork to fund transfers.

Call 800‑213‑4583 or get started online.

Open an account
2

Contact your previous
401(k) provider

Have a statement from your previous 401(k) handy. We'll even call your previous provider, if you'd like. Complete the forms supplied by your previous 401(k) provider and request to transfer your account assets through one of three ways.

3

Build and review
your portfolio

Remember, we're here to help you feel confident about taking control of your retirement plans. Whether it's building your nest egg with our tools and resources or choosing a managed portfolio to match your stage of life, we'll help you find a solution.

Give us a call at 800‑213‑4583 to speak with a Financial Consultant today.

Rollover is not your only alternative when dealing with old retirement plans. Please click here for more information on rollover alternatives.

Get rewarded when you fund your account

Earn up to $2,500 toward your retirement account when you roll over or transfer to a TD Ameritrade IRA by 4/30/2019. Here's how it works:

Open a new IRA

Open a new IRA and fund with a minimum of $3,000 to receive up to 500 commission-free internet equity, ETF, or option trades for 60 days, plus up to $2,500 cash.

Options contract, exercise, and assignment fees still apply.4

Fund your existing IRA

Fund your existing IRA with a minimum of $25,000 and receive up to $2,500 cash. Plus, receive an additional $75 as a transfer fee rebate.

You earn
When you fund your retirement account with
$2,500
$1,000,000
or more
$1,200
$500K-
$999,999
$600
$250K-
$499,999
$300
$100K-
$249,999
$200
$50K-
$99,999
$100
$25K-
$49,999

Open an account online.

Take a step toward taking control of your retirement planning.

Already have a TD Ameritrade IRA?

Consolidate your accounts to gain greater control over your retirement.

Check the background of TD Ameritrade on FINRA's BrokerCheck