TD Ameritrade

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Resources for your retirement

Our retirement resources are designed to help you prepare for tomorrow. Plan for your future with the help of our retirement tools, checklists, and articles.

Tools and calculators

Use our tools and calculators to help you develop and continually adjust your retirement plan.

Retirement Income Calculator

Retirement Calculator

 

Our Retirement Calculator estimates if you're on track with your savings goal.

401k Fee Analyzer powered by FeeX

401k Fee Analyzer Powered by FeeX

 

The tool uncovers hidden fees in your 401k accounts so that you can see how they might impact your decison to roll over to an IRA.


TD Ameritrade and FeeX are seperate and unaffiliated companies.

Best IRA Selection Tool

IRA Selection Tool


Our IRA Selection Tool helps you determine whether a Roth or Traditional IRA is right for you.

RMD Calculator

RMD Calculator

 

The RMD Calculator makes it easy to determine your RMD amount.

Checklists

Our retirement checklists offer helpful resources for every stage of life.

Growing your nest egg

For those beginning to craft a strategy and save for retirement.

Nearing Retirement

Fine tune your existing retirement strategy as you make a final push towards your goals.

Living in retirement

Have peace of mind knowing you have a plan in place that's designed to make your retirement assets last.

passive income investments
Seamless shift to retirement: build income, stretch income
calculating your retirement
Calculating must-know numbers on the way to retirement

Open an IRA
+ get up to $600 cash*See details

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Let's make a plan for retirement

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Goal planning

Set up an actionable plan for your future.
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Jumpstart your planning by calling 866-834-2538.
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Visit a branch

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Check the background of TD Ameritrade on FINRA's BrokerCheck

TD Ameritrade

Where Smart Investors Get Smarter SM

Call Us 800-454-9272

AdChoices

*Offer valid for one new Individual, Joint, or IRA TD Ameritrade account opened by 04/30/2020 and funded within 60 calendar days of account opening. To receive $100 bonus, account must be funded with $25,000- $99,999. To receive $300 bonus, account must be funded with $100,000-$249,999. To receive $600 bonus, account must be funded with $250,000 or more. Offer is not valid on tax-exempt trusts, 401(k) accounts, Keogh plans, profit sharing plans, money purchase plans, accounts managed by TD Ameritrade Investment Management, LLC, TD Ameritrade Institutional accounts, or current TD Ameritrade accounts. Offer is not transferable, is not valid with internal transfers, and is not valid in conjunction with certain other offers.  Limit one offer per client. Account value of the qualifying account must remain equal to, or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion. TD Ameritrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Please allow 3-5 business days for any cash deposits to post to account.  (Offer Code: MKT600)

Taxes related to TD Ameritrade offers are your responsibility. All Promotional items and cash received during the calendar year will be included on your consolidated Form 1099. Please consult a legal or tax advisor for the most recent changes to the U.S. tax code and for rollover eligibility rules.

TD Ameritrade was evaluated against 15 others in the 2017 Barron’s Online Broker Review, March 18, 2017. The firm was ranked 1st in the categories "Best for Long-Term Investing" Barron’s is a trademark of Dow Jones. L.P. All rights reserved.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.

Brokerage services provided by TD Ameritrade, Inc., member FINRA/ SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2020 TD Ameritrade.