Skip to main content
Merrill A Bank of America Company
Merrill A Bank of America Company
Open an account
Login
Open Menu bar
Ask Merrill
Why Merrill Edge
Investing your way
Overview
Online Investing & Trading
Merrill Guided Investing
Invest with an Advisor
Investment choices
Investment choices overview
Stocks
ETFs
Mutual Funds
Fixed Income & Bonds
Options
Margin Lending
Managed Portfolios
Merrill Guided Investing
Merrill Edge Select
®
Portfolios
General investing
Online Brokerage Account
Margin Lending
Retirement
Retirement overview
Retirement accounts
Rollover
Traditional IRA
Roth IRA
Saving for college
Saving for college overview
College planning
Before college
Nearing college
During college & beyond
College savings plans
529 college savings plan
Custodial account (UGMA/UTMA)
Compare college savings plans
Small business solutions
Small business overview
Self-employed retirement plans
Individual 401(k)
SEP IRA
Compare self-employed plans
Employer retirement plans
Small Business 401(k)
SEP IRA
SIMPLE IRA
Compare employer plans
Life events
Life priorities
Webinars
Investor education
Tools and calculators
Unlimited $0 trades
Open an account
Open an account
with Merrill
Or call us at
866.460.1282
To find the small business retirement plan that works for you, contact:
franchise@bankofamerica.com
Life Events
Losing a loved one
The last thing anyone wants to prepare for is the loss of a loved one. But there are important decisions to make, and planning ahead can help make this time a little less stressful.
Keep in mind:
Gather
important financial documents
Notify
institutions responsible for payments and assets
Set a budget
for the funeral, if it was not preplanned
Consider
the executor
See the checklist
Browse resources
Read
Widowhood: The loss couples rarely plan for — and should
No one is ever fully prepared for a death of a spouse, but there are steps you can take to be financially prepared to provide for yourself & your children as a widow.
What to know when a loved one passes
Considerations related to settling the estate, particularly bills, taxes and other outstanding debts.
Planning and paying for a funeral
Understanding your rights and responsibilities can help make the process go more smoothly.
If your spouse dies with no will
What to consider when your spouse dies without a will or trust to bequeath.
If you inherit investments
Tax planning
Online brokerage account
Merrill forms
Forms may be easier to read on a larger screen.
Affidavit of Domicile (PDF)
Ready to get started?
Open an account
Find a local Merrill
Financial Solutions Advisor
Merrill Guided Investing with an advisor
All the benefits of Merrill Guided Investing with an advisor who will discuss your priorities and provide advice and guidance to help you pursue your goals
Learn more
Important disclosures
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.
3686277
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
888.637.3343
for additional information about your choices.