Skip To Content

Live your best life.

An exclusive opportunity to get Merrill’s roadmap on how to handle the 4 biggest challenges in retirement.

 

Did you know:

  • 66% of all bankruptcies are caused by a healthcare event1. Are you prepared?
  • 63% of pre-retirees have no planned strategy for how to generate income for a 30+ year retirement2. Will your retirement support you for 30+ years?
  • You could raise your lifetime benefits from Social security by 77%.3 Do you know how?
  • 66% of retirees rely on personal savings or investments as a source of retirement income.4 How do you maximize your savings?
  •  

Download your free guide to retirement planning today

You have 8000 character(s) left

[{"fieldname":"firstname","isRequired":true,"maxlength":10,"uilabel":"First name*","errmsg":"Please enter a valid First Name!","ruletype":"alphaspacehyphen","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"lastname","isRequired":true,"maxlength":19,"uilabel":"Last name*","errmsg":"Please enter a valid Last Name!","ruletype":"alphaspacehyphen","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"emailaddress","isRequired":true,"maxlength":50,"uilabel":"Email address*","errmsg":"Please enter a valid Email Address!","ruletype":"email","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"confirmemailaddress","isRequired":false,"maxlength":50,"uilabel":"Confirm email*","errmsg":"E-mail does not match","ruletype":"email","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"businessphone","isRequired":true,"maxlength":10,"uilabel":"Phone number*","errmsg":"Not a valid 10-digit phone number (No spaces or special characters)","customcss":"form__field","ruletype":"phone","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"zipcode","isRequired":true,"maxlength":5,"uilabel":"U.S. zip code*","errmsg":"Please enter valid Zip Code!","ruletype":"zip5","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"comment","isRequired":false,"maxlength":8000,"uilabel":"Comment or Email Message","errmsg":"Please enter comment!","ruletype":"freetext","fieldtype":"textarea","isgroup":false,"grouphead":false,"hidethisfield":true,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"status","isRequired":false,"maxlength":1,"uilabel":"I would like to have an Merrill Financial Advisor contact me ","errmsg":"Please select your contact preference","ruletype":"freetext","fieldoption":"YES::Y#NO::N","analyticclass":"t_track_registrationform_client","fieldtype":"radio","isgroup":false,"grouphead":false,"hidethisfield":true,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false}] comment
By submitting your information above, you are agreeing to receive promotional emails about products and services from Merrill a Bank of America Company. If you’ve previously unsubscribed from receiving promotional emails from Bank of America, you acknowledge that you are consenting to receive promotional emails from Merrill a Bank of America Company. You may unsubscribe from receiving emails about products and services from Bank of America at any time by clicking on the “unsubscribe” link.

Looking for an advisor?

All our advisors are committed to putting your needs and priorities first.

Loading...

Merrill Advisor Match is a more
personalized way to
choose an advisor

Or if you prefer,
we can have an
advisor contact you.

1 EBRI, “Projected Savings Medicare Beneficiaries Need for Health Expenses Spike in 2021”, January 20, 2022

2 Retirement Income Strategies and Expectations (RISE) Survey, Franklin Templeton, 2021

3 Claiming Social Security, Chief Investment Office, 2021.

4 EBRI Retirement Confidence Survey, 2021.

How we can help

Explore what it’s like to work with a Merrill Financial Advisor

Did you know?

Social Security and pensions will make up less than 40% of the income you need in retirement. Nearly 60% of your retirement will have to be self-funded.1

X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started