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Call us: 800-454-9272

175+ Branches Nationwide

Retirement Resources

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 Calculator
    Our Retirement Calculator estimates if you're on track with your savings goal.
  • IRA Selection Tool
    Our IRA Selection Tool helps you determine whether a Roth or Traditional IRA is right for you.
  • RMD Calculator
    The RMD Calculator makes it easy to determine your RMD amount.
  • Inherited IRA & Beneficiary Tool
    Explore your withdrawal options as an IRA Beneficiary, as well as calculate required minimum distributions if you are taking beneficiary life expectancy distributions.

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.

News and articles

Stay up to date on the topics that affect your retirement.

Let's make a plan for retirement

  • Goal planning
    Set up an actionable plan for your future.
  • Call us
    Jumpstart your planning by talking to our helpful representatives.
  • Visit a branch
    Stop in at your local branch today.

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Check the background of TD Ameritrade on FINRA's BrokerCheck

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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.

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.

TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2023 Charles Schwab & Co., Inc. All rights reserved.