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The Dollar Cost Averaging Calculator

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This calculator is provided by Wealth Management Systems, Inc. or VisualCalc, a third-party not affiliated with Merrill or any of its affiliates and is for information and general educational purposes only. The opinions and views expressed do not necessarily reflect the opinions and views of Merrill or any of its affiliates. The analysis generated by the calculator is based on information you provide and a variety of assumptions, and is subject to certain limitations. Such assumptions, as well as the report generated on the basis of such assumptions, in no way are intended to guarantee how federal estate taxes might affect your estate and the amount you could pass on to your heirs. The accuracy of the analysis is solely dependent on the accuracy of such information you provide as well as the assumptions and limitations contained therein. The information contained in this material does not constitute advice on the tax consequences of making any particular investment decision. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. In using this calculator, you should confirm with a tax advisor whether and how the federal estate tax rules apply to your particular circumstances.

The material is provided by a third party, Wealth Managements Systems Inc., not affiliated with Merrill or any of its affiliates and is for information and educational purposes only. The opinions and views expressed do not necessarily reflect the opinions and views of Merrill or any of its affiliates. Any assumptions, opinions and estimates are as of the date of this material and are subject to change without notice. Past performance does not guarantee future results. The information contained in this material does not constitute advice on the tax consequences of making any particular investment decision. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any recommendation in this material, you should consider whether it is in your best interest based on your particular circumstances and, if necessary, seek professional advice.

Because of the possibility of human or mechanical error by Wealth Management Systems Inc. or its sources, neither Wealth Management Systems inc. nor its sources guarantees the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. In no event shall Wealth Management Systems Inc. be liable for any indirect, special or consequential damages in connection with subscriber's or others' use of the content.

If you have other assets, income, and investments that are not included in this analysis, they will not factor into any of the analysis or results. In applying this information to your individual situation, you should consider all of your assets, income, and investments, including those that are not taken into account in this analysis.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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