This Content Is Not Intended As A Recommendation
TD Ameritrade and Convergent Retirement Plan Solutions, LLC are separate and unaffiliated firms. Each is not responsible for the services or policies of the other. This tool is provided as a service for self-directed investors and is not a substitute for qualified tax advice. It is provided for educational purposes and is not a recommendation.
The tool calculations are based on information available in IRS Publication 560. The tool does not cover every possible situation. Calculation results are determined based on data entered into this tool, and are not based on plan documents you may have executed at TD Ameritrade or at another financial institution. Your specific plan documents and definitions must be consulted for detailed information, definitions, and potential exceptions. You should speak with a tax professional. Ask them any questions you may have about your tax situation or your eligibility to contribute to a retirement plan.
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 14 other online brokers in the 2022 StockBrokers.com Online Broker Review. The firm was rated #1 in the categories "Platforms & Tools" (11 years in a row), "Desktop Trading Platform: thinkorswim®" (10 years in a row), "Active Trading" (2 years in a row), "Options Trading," "Customer Service," and "Phone Support." TD Ameritrade was also rated Best in Class (within the top 5) for "Overall Broker" (12 years in a row), "Education" (11 years in a row), "Commissions & Fees" (2 years in a row), "Offering of Investments" (8 years in a row), "Beginners" (10 years in a row), "Mobile Trading Apps" (10 years in a row), "Ease of Use" (6 years in a row), "IRA Accounts" (3 years in a row), "Futures Trading" (3 years in a row), and "Research" (11 years in a row). Read the full article.
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