RE: Information regarding your account ending in 9162
Dear Valued Client,
Thank you for the recent deposit to your TD AMERITRADE Individual Retirement Account (IRA) in the amount of $5,000.00. We have reported this as a Current Year Contribution.*
If you have questions, please call an IRA Specialist at 888-723-8504, menu option 2. IRA Specialists are available Monday through Friday from 9 a.m. to 5:30 p.m. ET (excluding market holidays).
Or log on to your account and select "Contact Us" at the bottom of the home page to e-mail your question. (For security reasons, we only provide account information via e-mail when your inquiry is sent from our secure Web site.)
We appreciate your business.
John B. Bunch
President
TD AMERITRADE
This is an automated email, and replies will not be delivered. If you need to contact us, please log on to your account and click the "Contact Us" link to send an email.
* - If your account is a SEP (Simplified Employee Pension) IRA or SIMPLE (Savings Incentive Match Plan for Employees) IRA, please be aware that TD AMERITRADE is required by the IRS to report SEP contributions and SIMPLE contributions for the calendar year in which they are received, not the tax year for which they are intended. Please consult with a tax advisor for information on properly reporting your SEP contributions or SIMPLE contributions.
TD AMERITRADE understands the importance of protecting your privacy. We are sending you this notification to inform you of important information regarding your account. If you've elected to opt out of receiving marketing communications from us, we will honor your request.
Maximum contribution limits cannot be exceeded. Contribution limits provided are based on federal law as stated in the Internal Revenue Code. Applicable state law may be different. Ameritrade does not provide legal, tax or investment advice. Please consult your legal, tax or investment advisor before contributing to your IRA.
TD AMERITRADE, Inc., member FINRA / SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. copyright 2008 TD AMERITRADE IP Company, Inc. All rights reserved. Used with permission.
Distributed by: TD AMERITRADE, Inc., 1005 North Ameritrade Place, Bellevue, NE 68005.
TDA 9412 E-M 10/08