These include the TD Ameritrade 529 College Savings Plan, Coverdell Education Savings accounts, and UGMA/UTMA Custodial accounts. 529 Plans Sponsored by individual states, these college savings plans offer a level of flexibility and potential tax advantages that can make them a great choice for the right investor. TD Ameritrade提供了三种可供选择的大学储蓄选择，其中之一是UGMA / UTMA保管账户。该帐户可以开设，没有最低余额要求。TD Ameritrade将其保管账户归类为出于营销目的的教育储蓄工具，但您不受限制将其用于大学。 TD Ameritrade来自北美两家最大的金融公司的合并 UTMA/UGMA Account Conversion Application *TDA2690* If you have additional questions, please visit our website at www.tdameritrade.com or call us at 800-669-3900. 1 Request Type Please choose one of the options below: If wanting to maintain this account number at TD Ameritrade: C Convert UTMA/UGMA Account into an Individual Account. (Complete Coverdell Education Savings Account. The Uniform Gift to Minors Act (UGMA) and the Uniform Transfer to Minors Act (UTMA) make it simple to transfer property to a minor without a formal trust and without the restrictions applicable to the guardianship of a minor's property. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Select the TD Ameritrade account that’s right for you. Stocks, options (if approved), mutual funds, exchange-traded funds (ETFs), bonds, and CDs are available in most TD Ameritrade accounts. Online trade commissions are $0.00 for U.S. exchange–listed stocks, ETFs, and options. A $0.65 per contract fee applies for options trades, with no minimum balances on most account types (excluding TD Ameritrade Rating: Custodial Accounts with TD Ameritrade What’s a custodial account you ask? A custodial account is a savings or investment account that is setup for a minor and managed in their best interest by a custodian until the minor becomes an adult, at which point they gain complete ownership of the account’s assets. TD Ameritrade does not provide tax advice. We suggest you consult with a tax-planning professional with regard to your personal circumstances. The risk of loss in trading securities, options, futures and forex can be substantial.
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Scottrade was recently acquired by TD Ameritrade, so now we're all with TD Ameritrade. The fact is they have UTMA accounts with TD Ameritrade [each individually] that function just like savings TD Ameritrade offers three solid options to save for college, one of which is a UGMA/UTMA custodial account. This account is available to open with no minimum balance. TD Ameritrade categorizes its custodial account as an education savings vehicle for marketing purposes, but you are not restricted to use the funds for college. reliance by TD Ameritrade on the representations, statements, and certificates made within this document or of any acts done by TD Ameritrade in such reliance, in whole or in part, including but not limited to attorneys’ fees, court costs, litigation, or other expenses and all monetary sums. TD Ameritrade 529 College Savings Plan . Account Information Change Form • Use this form to change: your name, mailing address, phone number, email address, Successor Account Owner, or interested party information. You may also use this form to transfer assets to a new account owner. However I would still aim to get under the tax laws of a UMGA/UTMA account. TD Ameritrade does a very poor job of explaining the ins and outs of these accounts, and words like "guardian" and "manage" have such broad definitions in this field that I can't find this information anywhere else. 8 comments. TD Ameritrade recently joined the transaction cost revolution and dropped commissions from $6.95 to $0 on all stock and ETF trades. Clients can now open accounts with no minimum and execute any TD Ameritrade was founded in 1971 and has grown to be one of the nation's leading online trading platforms, with $5.45 billion in revenue reported for the fiscal year 2018. Toronto-Dominion Bank is TD Ameritrade's largest shareholder and the brokerage firm is currently headquartered in Omaha, Nebraska.
However I would still aim to get under the tax laws of a UMGA/UTMA account. TD Ameritrade does a very poor job of explaining the ins and outs of these accounts, and words like "guardian" and "manage" have such broad definitions in this field that I can't find this information anywhere else. 8 comments.
例如，TD Ameritrade通过内布拉斯加州的计划提供529个账户，Wealthfront通过内华达州提供这些账户。 另一项教育储蓄选择是Coverdell教育储蓄账户。 ESA必须在受益人年满18岁之前设立，并且与529s一样，这笔钱可用于大学，小学和中学教育费用。