Retirement Evaluator

Are you on track for retirement?

See if you're on target for the retirement you imagine. By analyzing your Merrill Edge® accounts and other assets, the Retirement Evaluator™ Tool provides a picture of where you are and actionable steps to help you reach your goals.
Already a client? Log in now to use the Retirement Evaluator Tool.
Select your savings and investment accounts for analysis

Tell us about your
savings and investments

Select the Merrill Edge® accounts you want to include
in your analysis, and then add information about
any outside accounts.

Consider your comfort with investing
risk and your desired lifestyle in retirement

What kind of investor are you? Your portfolio should reflect your comfort with risk — what we call your investor profile — as well as your investing goal, time horizon and liquidity needs. Select the investor profile that best represents you, and then tell us about the retirement lifestyle you'd like to maintain.
Asset allocation infographic
Your retirement evaluation results

See if you're on track

We'll estimate your retirement income needs and suggest an action plan to help you chart your course. Adjust your answers easily to see how they affect your results.
This is one of many easy-to-use tools available to you as a Merrill Edge® client
to help you make more-informed investing decisions. Ready to get started?

More retirement resources

Get help planning for retirement and explore your options for IRAs
and other sources of retirement income at Merrill Edge.
Roth or Traditional? Find out which IRA may be right for you.
We can help you consolidate your retirement assets from former employers
into one easy-to-manage account. A Rollover IRA isn't right for
everyone. Consider all of your choices and learn if rolling over may be right for you.1
Not a Merrill Edge customer? Use our Personal Retirement Calculator
to see how much you may need for retirement and how we can help you.
Still looking for help? See all our tools and calculators
for help with your retirement and wealth management needs.
Help when you want it
Turn to us when you have questions or need help getting the most out of your investing experience. Looking for one-on-one
advice and guidance to help you get and stay on track? Work with a licensed Merrill Edge Financial Solutions Advisor™.
1 You have choices about what to do with your employer-sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer-sponsored plan from your old job to 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 different types of protection from creditors and legal judgments. These are complex choices and should be considered with care. Visit merrilledge.com/rollover or call a Merrill Edge® rollover specialist at 888.637.3343 for more information about your choices.

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