Every journey to retirement is unique.
Start yours with Merrill.
Let a Merrill advisor help guide you with our investment strategies, resources and tools to give you clarity in every phase of your retirement planning.
Explore resources for when you’re:
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The future of Social Security and how to prepare
As questions about Social Security grow, how younger Americans save for retirement is even more critical. Learn how to strengthen your financial future here.
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Are you saving enough for retirement?
Identify a savings target that fits your goals, priorities and aspirations. Figure out how much you will need by following these four steps.
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Should you dip into your 401(k)?
Borrowing or taking a distribution from your 401(k) to cover short-term needs could cost you more in the long run. Read more.
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Your 65th birthday retirement checklist
A helpful checklist and resources to help you plan discussions with your advisor at this milestone. Read more.
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Planning for the 3 stages of retirement
Exploring. Nesting. Reflecting. Every chapter of retirement will likely affect your priorities and spending. Prepare for each with these insights.
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Understand 4 big retirement risks
You can't control unexpected events in your life or the markets, but these tips can help you prepare for their impact on your retirement strategy. See more.
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5 rules for investing in retirement
Investing in retirement isn’t the same as investing for retirement. Learn how to adjust your approach as you enter the next chapter of your life.
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Replacing salary when you retire
Use these three steps to create a “retirement paycheck” that can potentially last 30 years or more. Start here.
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Are you ready for the inheritance talk?
Holding a family meeting to share your intentions is a critical step too often skipped. Consider these five strategies for starting a conversation.
Tools to plan your future
Shaping your path forward starts today. Our impressive digital tools are designed to get you thinking about your goals.
Find the right retirement solutions for you
When it comes to saving for the future, having the right retirement plan can make all the difference. Merrill offers a variety of solutions depending on your personal situation.
Connect with Merrill on your terms
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Look up their contact information here. Or try our Contact us page.
If you’re interested in building your own portfolio with a wide range of investment choices, Merrill Edge® Self Directed may work for you.
