花15分鐘**上網開設您的IRA賬戶，確定選擇“IRA滾存”填寫您的聯絡資料，並指定受益人。如果滾存401k需要幫助，請致電800-213-4583與我們資深的財務顧問商談。
滾存IRA賬戶
我們讓您滾存
舊的401k變簡單
滾存從現在開始
從我們的工具和資源，到整個過程都與您合作的財務顧問， 我們讓您輕鬆地滾存您舊的401k。您也能放心了解到我們有用的指導與低成本投資將讓您確實的掌控您的投資。從網上開始，或致電 800-213-4583。
將舊的401k滾存到德美利證券的三個簡單步驟
1開設德美利證券IRA退休賬戶
2注資賬戶
3建立您的投資組合
一旦資金存入，便可以開始建立投資組合了。不論您是親力親為，又或喜歡有一些指導，我們提供多種方案，一定會適合您的投資風格。
- 利用我們的免費課程，了解如何建立和管理您的投資組合。開始建立您的投資組合，並從各種投資產品中選擇，如免佣金ETF和共同基金。
- 從我們的理財顧問附屬機構- TD Ameritrade Investment Management, LLC, 選擇專業管理投資組合，其提供自動投資組合調整和再平衡
- 通過我們的理財顧問推薦服務，直接與獨立註冊的投資顧問Registered Investment Advisor (RIA) 交談
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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
了解您可節省多少401k的費用
由FeeX提供的401k費用分析工具 將會顯示您目前在舊的401k上支付多少費用，並幫助您確定滾存是否適合您。
為何選擇德美利IRA退休賬戶
獲得一個免費的目標計劃會晤
了解更多
評估您的退休計劃滾存選擇 |
將您的資產轉至德美利證券IRA退休賬戶有好有壞。參閱以下圖表幫助決定滾存是否適合您。如果您有問題，致電800-213-4583與財務顧問商議您的特別需要，您亦可下載滾存指導手冊方便參考。 |
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滾存您的舊的401k到德美利證券IRA賬戶 |
優點
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缺點
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把資產留在前雇主的計劃中 |
優點
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缺點
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滾存資產到新雇主的計劃 |
優點
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缺點
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提取現金分配 |
優點
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缺點
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