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. Our
solutions include:
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Retirement accounts
Typically tax-advantaged investment accounts that may help you build wealth as you save for retirement.
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Lifetime income in retirement
Annuities designed to help you save for retirement and efficiently turn those savings into income when needed.
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Education savings
A tax-advantaged way to invest for a child’s or grandchild’s education expenses – like 529 accounts.
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Health savings accounts
Help manage current and future health expenses not covered by insurance. Contributions are tax-deductible or pre-taxed.
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Ready to get started?
So are we.
Take action
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Uncover what matters to you
Work with your advisor to understand what is important to you now and what you want in the future. If you don’t have an advisor, we can help you find one.
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Develop your path and your plan
We’ll create a personalized plan that is all about you, with guidance that truly supports you.
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Understand your choices and make it happen
Learn about your investment relationship and program options, then work with your advisor to set your plan in motion, drawing from a range of potential solutions from Merrill and Bank of America.
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Helping you review, track your progress
You can track your milestones and modify your plan based on the expected and unexpected things life brings.
Additional solutions
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Diversification of investments
Diversify your portfolio with a wider variety of solutions.
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