Time for a retirement checkup?

Merrill Edge® can help you get on track for retirement with easy-to-use tools, educational resources and one-on-one guidance.

What are your retirement goals?

Determine how much you may need to retire

Whether you're just starting out, building wealth or nearing retirement, Merrill Edge can help you take action with a few simple steps. Find out how much you may need to save for retirement with our Personal Retirement Calculator.

Which retirement accounts may be right for you?

Find the best solution for your needs

Simplify your financial life by consolidating your retirement assets at Merrill Edge. A Rollover IRA may be right for youFootnote 1, but first consider all of your choices. If you're looking for a tax-advantaged account, use our IRA Selector Tool to compare Roth and Traditional IRAs.

Do you have the right investments?

Build a balanced portfolio in three simple steps

Discover how to assess your risk tolerance, choose an asset allocation strategyFootnote 2 and find the investments that may be right for you.

Ready to get started?

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Footnote 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 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 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.
Footnote 2 Asset allocation does not ensure a profit or protect against loss in declining markets.