Small Business Retirement Plan SelectorSmall Business Retirement Plan SelectorIntermediate Investor
Small businesses must be mindful of the impact retirement plans have on morale and financial security. Find out which plan best suits your needs.
Stock, Mutual Fund, ETF, and Options screeners use the criteria you enter to find investments that may fit your strategy...
Roth IRA Conversion CalculatorRoth IRA Conversion CalculatorIntermediate Investor
See an estimate of the potential benefit of a Roth Conversion.
Roth vs. Traditional IRARoth vs. Traditional IRAIntermediate Investor
Answer 5 simple questions to find out if a Roth or Traditional IRA may be best to pursue your retirement goal.
Required Minimum DistributionRequired Minimum DistributionIntermediate Investor
Tax-deferred retirement account owners are required to take minimum distributions once they reach 70 1/2. Estimate your first distribution, or next balance.
Retirement PlannerRetirement PlannerNew Investor
Forget your age. Investing for retirement is a critical part of your overall financial plan. Learn how much you may need to invest to reach your goal.
Morningstar Instant X-RayMorningstar Instant X-Ray
Enter ticker symbols, specify an allocation for each holding, and get instant analysis.
Traditional vs. Roth IRA AnalyzerTraditional vs. Roth IRA AnalyzerNew Investor
Tax-deductible contributions and tax-deferred earnings? Or tax-free earnings and tax-free withdrawals? Determine which IRA best suits your needs.
Early PayoutEarly PayoutNew Investor
Think twice before cashing in on your retirement plan before age 59 1/2. Get an estimate on how much you'll net after taxes and penalties.
Projected Retirement IncomeProjected Retirement IncomeNew Investor
How much income will you need during retirement? Get an early sense of what your lifestyle might look like during retirement.
WealthRuler<sup>TM</sup>WealthRulerTMNew Investor
Get perspective on your financial future with a retirement calculator that accounts for life's ever evolving circumstances.
Platform SelectorPlatform SelectorNew Investor, Intermediate Investor
Compare platform features to find the one that best fits your strategy and style.
Cost of WaitingCost of WaitingNew Investor
It's never too early to plan for retirement. Find out if your annual contribution may be enough to achieve your goal.


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Instant X-Ray analyzes mutual funds, U.S.-based stocks, ADRs, plus cash and bond positions when entered using a ticker CASH$ or BOND$, respectively. All other security types are not analyzed.

All investments involve risks, including the loss of principal invested. Past performance of a security does not guarantee future results or success. TD Ameritrade does not make recommendations or determine the suitability of any security, strategy, or course of action for you through the use of TD Ameritrade’s trading tools. Any investment decision you make in your self-directed account is solely your responsibility. Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision. Tools and calculators are provided for general information purposes only and should not be considered an individualized recommendation or advice. While deemed reliable, TD Ameritrade makes no representations or warranties with respect to the accuracy or completeness of information provided.

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.

TD Ameritrade, Inc., member FINRA / SIPC  / NFA . This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.