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To find the small business retirement plan that works for you, contact:
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Life Events
Receiving an inheritance or unexpected assets
These tips can help you feel prepared to manage an inheritance or unexpected new wealth.
Keep in mind:
Maximize
your investments in an employer-sponsored retirement savings program
Set aside
funds for your kids' college in tax-favored vehicles like 529 plans
Weigh
potential returns earned from new wealth against the cost of carrying debt
See the checklist
Browse resources
Read
Beneficiary of a trust? What you need to know
You have certain rights as a beneficiary. These tips can help you protect your interests.
I received an inheritance. How is this money taxed?
The answer depends on your relationship to the deceased and other factors.
Explore
Estate tax calculator
Estimate what your estate tax liability might be
Plan for your financial future
Tax planning
Create your investment strategy
Manage your investment portfolio
Preferred Rewards
Transfer new assets, such as an IRA from an outside institution, and you may qualify for real benefits and rewards on your Merrill investment and Bank of America banking account.
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Affidavit of Domicile (PDF)
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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
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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.
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