How much will you need to retire? Get your personal retirement number with our easy-to-use retirement calculator.
Roth or Traditional? Find out which IRA may be better for you.
Find out if you should consider converting to a Roth IRA to get possible future tax savings.
If you are age 70½ or older, use this calculator to get an idea of your yearly required minimum distribution (RMD) from a Traditional IRA.
Find out if you're on track to meet your retirement goals and learn what steps you can take to pursue your goals.
Learn how contributions may impact your income taxes and take-home pay.
See how different distribution options could affect your retirement plan assets when you change jobs. You have choices for what to do with your employer sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover an employer sponsored plan from a prior employer to an employer sponsored plan at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. Visit merrilledge.com/rollover
or call a Merrill Edge®
rollover specialist at 1.888.637.3343 for additional information about your choices.
This tool calculates the effects of taking a cash distribution from a retirement plan.
Find out if your current investment allocations match your target based on your investment style, time horizon and tolerance for risk.
Use this tool to review your investments, perform an in-depth analysis and measure risk and exposure levels.
Determine how exchange-traded fund costs compare to the costs of a mutual fund.
See if your savings strategy is keeping pace with inflation.
Take a look at your payment schedule and the estimated income you can potentially expect from a bond or CD.
Compare the yield between tax-free and taxable bonds based on an after-tax comparison of bonds with different tax treatments.
This tool calculates how much you will need to contribute to a tax-deferred annuity to pursue your retirement goals.
Calculate the value at retirement of an annuity and the annual payment that can be expected over a 20-year period.
Calculate the tax savings that could accrue by investing in a tax-deferred annuity instead of a taxable account.
Use this tool to calculate the returns of a benchmark and the growth of an investment in that benchmark over a specified period of time.
View the historical after-tax rate of return for different asset classes based on an individual's tax rate.
This calculator may help you see the potential benefits of dollar cost averaging.
Calculate the expected after-tax return for a portfolio based on the types of investments you own.
Use this tool to estimate the total estimated projection costs for a college education based on your timeframe and the monthly savings needed to pursue your goal.
Find out if your state offers a state tax deduction for 529 plan contributions and how much you may be able to save.
Use this tool to track your expenses and get a handle on your monthly expenses.
Find out where you are today and if you are on track to pursuing your goals.
What is the true cost of an installment loan? This calculator will help you estimate your payments and total overall cost.
This calculator may help you see whether it could be advantageous to refinance your mortgage.
This calculator can help you estimate what your estate tax liability might be.