花15分钟**上网开设您的IRA账户，确定选择“IRA滚存”填写您的联络资料，并指定受益人。如果滚存401k需要帮助，请致电800-213-4583与我们资深的财务顾问商谈。
滚存IRA账户
我们让您滚存
旧的401K变简单
滚存从现在开始
从我们的工具和资源，到整个过程都与您合作的财务顾问， 我们让您轻松地滚存您旧的401k。您也能放心了解到我们有用的指导与低成本投资将让您确实的掌控您的投资。从网上开始，或致电800-213-4583 。
将旧的401k滚存到德美利证券的三个简单步骤
1 开设德美利证券IRA退休账户
2 注资账户
3 建立您的投资组合
一旦资金存入，便可以开始建立投资组合了。不论您是亲力亲为，又或喜欢有一些指导，我们提供多种方案，一定会适合您的投资风格。
- 利用我们的免费课程，了解如何 建立和管理您的投资組合。开始建立您的投资组合，并从各种投资产品中选择，如免佣金ETF和共同基金。
- 从我们的理财顾问附属机构 - TD Ameritrade Investment Management, LLC, 选择专业管理投资组合，其提供自动投资组合调整和再平衡
- 通过我们的理财顾问推荐服务直接与独立注册的投资顾问Registered Investment Advisor (RIA) 交谈
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Portfolio Allocation Models
With a TD Ameritrade IRA, you'll have access to education, tools and research
to help you create your investment strategy. Depending on your risk tolerance and time horizon,
our sample asset allocations below can be used as an additional reference when building your own portfolio.
Conservative
- Seeks to minimize both risk and loss of principal
- Is heavily weighted toward fixed income and cash
- Allocations seek to limit volatility
Moderate
- Seeks lower, more stable potential returns
- Is weighted toward fixed income and cash
- Limits exposure to equities to help avoid volatility
Moderate Growth
- Seeks modest growth
- Nearly balanced between equities and fixed income
- May incur moderate volatility
Growth
- Seeks a significant amount of investment growth
- Is weighted towards equities
- May incur large market fluctuations
Aggressive
- Seeks a very significant amount of investment growth
- Is heavily weighted towards equities
- May incur large market fluctuations and increased risk of loss
Close X
Portfolio Allocation Models
With a TD Ameritrade IRA, you'll have access to education, tools and research to help you create your investment strategy. Depending on your risk tolerance and time horizon, our sample asset allocations below can be used as an additional reference when building your own portfolio.
Conservative
- Seeks to minimize both risk and loss of principal
- Is heavily weighted toward fixed income and cash
- Allocations seek to limit volatility
Moderate
- Seeks lower, more stable potential returns
- Is weighted toward fixed income and cash
- Limits exposure to equities to help avoid volatility
Moderate Growth
- Seeks modest growth
- Nearly balanced between equities and fixed income
- May incur moderate volatility
Growth
- Seeks a significant amount of investment growth
- Is weighted towards equities
- May incur large market fluctuations
Aggressive
- Seeks a very significant amount of investment growth
- Is heavily weighted towards equities
- May incur large market fluctuations and increased risk of loss
了解您可节省多少401k的费用
了解您可节省多少401k的费用 由FeeX提供的401k费用分析工具 将会显示您目前在旧的401k上支付多少费用，并帮助您确定滚存是否适合您。
为何选择德美利IRA退休账户
获得一个免费的目标计划会晤
了解更多
评估您的退休计划滚存选择 |
将您的资产转至德美利证券IRA退休账户有好有坏。参阅以下图表帮助决定滚存是否适合您。如果您有问题，致电800-213-4583与财务顾问商议您的特别需要，您亦可下载滚存指导手册方便参考。 |
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滚存您的旧的401k到德美利证券IRA账户 |
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把资产留在前雇主的计划中 |
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滚存资产到新雇主的计划 |
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提取现金分配 |
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