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.
It’s never too early, or late, to plan for retirement, health care expenses and future education needs. Potential
solutions include:
Typically tax-advantaged investment accounts that may help you build wealth as you save for 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.
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.
Then we can provide you with relevant answers.
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