Solutions for what matters most
Uncovering opportunities. Meeting challenges. Taking that next step forward. Whatever your goals, Merrill and Bank of America offer a wide range of solutions to help you get there. Understand your choices.
Save for the future
It’s never too early, or late, to plan for retirement, health care expenses and future education needs. Potential
Typically tax-advantaged investment accounts that may help you build wealth as you save for retirement.
Lifetime income in retirement
Annuities designed to help you save for retirement and efficiently turn those savings into income when needed.
A tax-advantaged way to invest for a child’s or grandchild’s education expenses – like 529 accounts.
Health savings accounts
Help manage current and future health expenses not covered by insurance. Contributions are tax-deductible or pre-taxed through Bank of America Health Savings Accounts.
Have a Merrill Advisor contact you for a complimentary financial consultation. Leave us your contact info and we’ll reach out.
Diversification of investmentsDiversify your portfolio with a wider variety of solutions.Learn more
Investment consolidationSee your big picture by consolidating investment accounts.
Online account viewBring your investing and banking together online.