Where are you on the road to retirement?
No matter where you are in your retirement journey, there are important financial factors to consider – especially with the recently passed SECURE 2.0 Act of 2022. Flip the cards and start planning with helpful tips for every stage on retirement savings, income planning and more. Or download our full checklist here.
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Saving for retirement
Retirement may or may not be a priority right now. Either way, these simple steps can make a big difference down the road.
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With retirement on the horizon, consider these important actions as you move closer towards your plan for the future.
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You’ve made it to retirement. Congratulations. These considerations can help you continue to stay on top of your financial life.
Why Merrill? It’s personal.
When you work with your Merrill financial advisor, it’s all about you and your personal financial goals. Put the vast resources of Merrill and Bank of America to work for you.
The SECURE 2.0 Act of 2022:
What you need to know
Signed into law late last year, the SECURE 2.0 Act of 2022 includes 92 new or modified retirement provisions, many of which attempt to address deficiencies in retirement plan participation and savings among workers. Our summary provides explanations to help you understand many of the key changes enacted.