The TD AMERITRADE EASY IRA

3 steps to get you on track

This year, it's as easy as ever to open a TD AMERITRADE IRA. And with tools like WealthRuler and investment choices for all types of investors, it's also easy to create an IRA that matches your objectives. In 3 quick steps and 15 minutes or less you can open an IRA in line with your long-term goals. And you won't pay a setup or maintenance fee.

Determine which retirement account type is right for you with our IRA comparison. View contribution limits, identify tax implications and learn about the investment choices available.

 

1. PLAN
Real-world retirement outlook with WealthRuler.
Take a moment to consider your retirement needs. Already know what you want? Then move to the next step. But if your retirement outlook could first use a little clarity, try WealthRuler, our newest retirement planning tool. With real-world inputs you might not find elsewhere, WealthRuler can help you quickly assess your needs and opportunities. Launch WealthRuler.
2. OPEN
Easy online setup and the help you want.
Whether you're thinking about a Roth or Traditional IRA, or even if you are considering rolling over your old 401(k) or IRA, we're here to help. On the phone or at one of over 100 branches nationwide, we'll help you build a retirement plan that's in line with your objectives. If you're ready now, you can always open an IRA in minutes online.
3. INVEST
Investment choices in your best interest.
Use our powerful screeners to select mutual funds that fit with your plan. Or try the Premier List powered by Morningstar Associates for funds pre-screened by independent analysts. If you're looking for a quick way to diversify, there's the TDX Independence ETFs. Simply select a retirement date—2010, 2020, 2030 or 2040—and the fund will rebalance automatically.

 

Open Your IRA TodayNo matter your retirement goals, TD AMERITRADE makes it easy to start an IRA that meets your objectives. Open your TD AMERITRADE Easy IRA today.
TD AMERITRADE Easy IRA - Get Started
Get in touch.
 

 

Before investing in a mutual fund or an ETF, carefully consider the investment objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact a Client Services representative at 800-669-3900. Please read the prospectus carefully before investing.

ETFs are subject to risks similar to those of stocks and trading prices may not reflect the actual net asset value of the underlying securities.

There is no assurance that the investment process will consistently lead to successful investing. Diversification does not eliminate the risk of experiencing investment losses.

TDX Independence Funds, Inc. ETFs are distributed by ALPS Distributors, Inc. Amerivest Investment Management LLC serves as a sub-advisor to the Funds. TD AMERITRADE is not affiliated with TDX Independence Funds, Inc. or ALPS Distributors, Inc. Amerivest Investment Management LLC is a subsidiary of TD AMERITRADE Holding Corporation.

WealthRuler does not make specific asset class or security recommendations. Users enter criteria including desired retirement age, income and planned expense information, plan end date, and current value and allocation percentages of stocks, bonds and cash. The tool classifies a user into one of five portfolio strategy/risk tolerance models. These models, combined with time horizon, determine the return and risk assumptions used in the calculations. The tool runs multiple simulations to determine the likelihood of plan success, during average and poor market conditions. Results may vary with each use and over time.

For complete details on criteria, methodology, limitations and key assumptions, please see Methodologies & Assumptions.

IMPORTANT: The projections or other information generated by WealthRuler regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar Associates and its affiliates are not related to TD Ameritrade and its affiliates.