TD AMERITRADE launches a new online retirement planning service

 TD AMERITRADE Holding Corporation announced that it has introduced a new upgraded online Retirement Center to provide investors with a straightforward approach to retirement planning.

 “We looked at how our clients interacted with our Web site and discovered that there was a need for a more robust retirement planning experience,” said Diane Young, director, retirement and goal planning, TD AMERITRADE. “These enhancements allow investors to select the appropriate life phase – planning and accumulating stage, nearing retirement or in retirement – and easily choose an action plan to help get started. The site offers something everyone can benefit from: easy-to-use, interactive tools and information, paired with objective investment guidance.” 

Investors can find the new resource in the section “Planning & Retirement” on the company website. Thus, the site provides the clients with the following new services:

• IRA Selection Wizard, a new tool that helps investors determine what type of IRA account they qualify for and better understand the potential advantages of each account type; 
• WealthRulerTM, an innovative tool that helps investors assess their retirement readiness;
• A new Small Business Retirement portal offering information and tools from third-party providers to guide small business owners though the retirement process. 

Customers are also offered addition support which among other things includes a portfolio diversification tutorial; information on college savings options, such as the 529 plan; and Bond Wizard, which takes investors through a step-by-step process to help find bonds to best fit their needs from long term investing to income solutions.