Ask Merrill

Why Merrill Edge

Investing your way

Investment choices

General investing

Retirement

Saving for college

Small business solutions

Life events

Life priorities

Investor education

Tools and calculators

Pricing & special offers

Open an account

Get up to

when you open and fund a new Merrill Edge investment account or IRA.

Learn more about this offer

Open an account with Merrill

Or call us 24/7 at 866.460.1282

Retirement

Whether you're just starting out, building wealth, nearing retirement or living in retirement, Merrill Edge can help.

Retirement planning

How much will you need to retire?

Use the Personal Retirement Calculator

Retirement accounts

Traditional or Roth?

Answer a few questions and the IRA Selector Tool will help you find out which IRA may be right for you and how much you can contribute.

Find the right IRA

Get up to

when you open and fund a new Merrill Edge Self-Directed investment account or IRA.

How to qualify

3024316

Locations	Contact us	Schedule an appointment
	Connect with us:

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

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.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, a registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").

Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

Privacy & Security

3258567

Retirement planning

Starting out

Building wealth

Nearing retirement

In retirement

How much will you need to retire?

Retirement accounts

Rollover IRA

Traditional IRA

Roth IRA

Compare IRAs

Transfer an existing IRA

Traditional or Roth?