You likely think of the purpose of your IRA or other qualified plan as providing you with financial security during retirement. But when properly structured and managed, your retirement assets can also help you to leave a lasting legacy for those you care about.
A Trusteed IRA can serve as a valuable tool in your overall wealth plan, allowing you to use retirement assets to address larger wealth transfer goals. It combines the tax benefits of a traditional or Roth IRA with greater control over how your assets are distributed.
Bank of America Trusteed IRAs are IRS-approved, professionally managed and invested on a fiduciary basis. They offer flexibility and security that can be difficult to achieve in other ways, allowing you to:
Whether you’re defining goals, addressing change or figuring out how to move forward, Merrill and Bank of America offer a wide range of solutions to help you take the next step and stay on track.
All our advisors are committed to putting your needs and priorities first.
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