1 You have choices for what to do with your employer sponsored retirement plan. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth, roll over to 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 http://www.merrilledge.com/retirement/rollover-ira or call a Merrill Edge rollover specialist at 1.888.637.3343 for additional information about your choices.
Asset allocation, diversification and rebalancing does not ensure a profit or protect against loss in declining markets.
Merrill Edge Roadmap participation requires a Merrill Edge Advisory Center™ account.
Merrill Edge Report Spring 2014: Addressing the financial priorities and concerns of Americans with $50k to $250k to invest. To view the full report, visit http://www.merrilledge.com/report
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