What does it mean to plan your retirement?
Whether you’re ready to invest for retirement, focused on retirement savings plans, or looking for a financial planning service, you’ve come to the right place.
The road to retirement
It’s never too early or too late to plan for your retirement. No matter where you are in your journey, there are steps you can take.
Flip the cards to see considerations for each stage.
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Saving for retirement
Begin estimating your future lifestyle costs.
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Nearing retirement
Plan for your income sources during retirement.
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In
retirementContinue to stay on top of your financial life.
I want to:
Big picture thinking
Our thought leaders have award-winning insights2 to share. Don’t miss a beat. Get your monthly dose of financial tips, strategies and more with Merrill Perspectives.
What sets Merrill apart from other financial institutions
A retirement investment plan can make a big difference. So does who work you with. Merrill advisors know every journey is unique. See what it’s like to work with us.
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What matters to you
We want to know what’s important to you now and what you want in the future.
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Your path, your plan
Together, we’ll design your personalized plan with guidance that supports you.
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Making it happen
We’ll set your plan in motion and help you adjust as your needs and goals change.
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Helping track progress
We help you track your milestones and modify your plan as your needs and goals change.
Plan your retirement with one of our financial advisors
Ready for personalized guidance? We’re ready to help.
Have us contact you
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with you.
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2Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
