Plan for Retirement

Plan For Retirement
If you've just started planning for retirement, assessing where you stand and creating an action plan are good first steps to consider. Our Personal Retirement Number tool can help you get started, and once you become a Merrill Edge® client, you'll have access to additional tools and resources to help you evaluate where you are and where you're headed.
Tools
Calculate your Personal Retirement Number.  Learn how much you'll need to retire and the steps you can take to help you get there.
Retirement Evaluator™. As a Merrill Edge client, you can assess whether you're on track financially to achieve the retirement you envision. Learn more about the Retirement Evaluator »
Related information
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Get ready for retirement. Calculate how much you'll need to save.
$600 Streamline Investing for Retirement with Merrill Edge
1 There is a single, 5-year holding period when determining whether earnings can be withdrawn federal (and, in most cases, state) income tax-free as part of a qualified distribution from a Roth IRA. This period begins January 1 of the year of the first contribution to any Roth IRA account.

2 Please note, however, that income-based restrictions are still in place regarding how much you can contribute to a Roth IRA.

3 These funds are representative of the funds offered by Merrill Edge. Please call 888-MER-EDGE for a complete list of available funds.