Skip to main content
Merrill A Bank of America Company
Merrill A Bank of America Company
Open an account
Login
Open Menu bar
Why Merrill
Overview
How Are We Different?
Pricing & Fees
BofA Preferred Rewards
Insights
Investing & Banking Connected
Mobile Investing
Sustainable Investing
Awards & Accolades
Invest
Overview
Ways to Manage Accounts
Merrill Edge
®
Self-Directed
Merrill Guided Investing
Investing with an Advisor
Compare all
Investment Accounts
General Investing
Education Accounts
Investment Products
Stocks
Mutual Funds
ETFs
Fixed Income & Bonds
Options
Active Trading
Margin Trading
Order Execution Quality
Investment Tools
Idea Builder
Merrill Edge MarketPro
®
Plan
Overview
Tools
Personal Retirement Calculator
College Cost Calculator
IRA Selector
401(k) Rollover Tool
529 Plan State Tax Calculator
View all tools
Life Planning
New to Investing
Plan for College
Tax Plannning
Investing by Life Stages
Retirement
Overview
Solutions
Rollover
Traditional IRA
Roth IRA
Retirement Resources
Plan for Retirement
Retirement Tools
Small Business
Small Business 401(k)
Individual 401(k)
SEP IRA
SIMPLE IRA
View all plans
Learn
Overview
Resources
Investing Webinars
Morningstar Classroom
Investor Education Videos
Products Overview
Stocks
Mutual Funds
ETFs
Fixed Income & Bonds
Options
Annuities
Help When You Want It
Find answers to
common questions
at Merrill
Schedule an
appointment
with Merrill
To find the small business retirement plan that works for you, contact:
franchise@bankofamerica.com
Open an account
with Merrill
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.
Learn more
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