Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options. Planning for retirement means building something for the future. The accumulation phase of
retirement planning focuses on strategies to help build a legacy, and it requires careful planning.
Dara Luber, Senior Manager of TD Ameritrade Retirement Products, will discuss simple steps to
help determine if your accumulation phase is on track, as well as considerations to help guide
your planning. Just like that: One day, you’re retired. The shift from accumulation to actually using your retirement funds can surprise many investors. Ben Watson and Dara Luber take a look at ideas to help investors plan for this important and inevitable transition and will answer some key
questions about the shift in mindset. You spent years collecting a paycheck. Now, your retirement planning has built a nest egg that is designed to take its place. Learn strategies for matching your retirement spending to your retirement funds. Ben Watson and Dara Luber will discuss considerations to help manage the decumulation phase of your retirement.
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