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RETIREMENT INCOME PLANNING Strategies for income in retirement » 888.637.3343 To find the small business retirement plan that works for you, contact: Schedule an appointment franchise@bankofamerica.com Schedule an appointment Learn more about an advisor’s background on FINRA’s BrokerCheck Learn Press Control + M for sub menu and use tab key for navigation. Investing Insights & Education Overview Get Started Investing Investing Basics Market & Investing Insights Product Education Stocks Mutual Funds ETFs Fixed Income & Bonds Options Help When You Want It 888.637.3343 To find the small business retirement plan that works for you, contact: Schedule an appointment franchise@bankofamerica.com Schedule an appointment Learn more about an advisor’s background on FINRA’s BrokerCheck Open An Account Press Control + M for sub menu and use tab key for navigation. Help When You Want It 888.637.3343 Call 24/7To find the small business retirement plan that works for you, contact: Find a local Merrill Financial Solutions Advisor franchise@bankofamerica.com General Investing Individual Investing Account Joint Investing Account Custodial Investing Account Retirement Accounts Rollover Traditional IRA Roth IRA Inherited IRA Traditional Inherited IRA Roth Inherited IRA College Planning Accounts 529 College Savings Plans Custodial UGMA/UTMA Accounts Managed Portfolios Merrill Guided Investing Invest with an Advisor Small Business Accounts Small Business 401(k) Individual 401(k) SEP IRA SIMPLE IRA Business Investor Account Simple Flat-Rate Pricing lnvesting Costs & Fees Merrill A Bank of America Company Merrill A Bank of America Company Open an account Loginbar Why Merrill Overview How Are We Different? Pricing & Fees BofA Preferred Rewards Insights Investing & Banking Connected Mobile Investing Sustainable Investing Awards & Accolades Invest Overview Ways to Manage Accounts Merrill Edge ® Self-Directed Merrill Guided Investing Investing with an Advisor Compare all Investment Accounts General Investing Education Accounts Investment Products Stocks Mutual Funds ETFs Fixed Income & Bonds Options Trading Margin Trading Order Execution Quality Investment Tools Idea Builder Merrill Edge MarketPro ® Plan Overview Tools Personal Retirement Calculator College Cost Calculator IRA Selector 401(k) Rollover Tool 529 Plan State Tax Calculator View all tools Life Planning New to Investing Plan for College Tax Plannning Investing by Life Stages Retirement Overview Solutions Rollover Traditional IRA Roth IRA Retirement Resources Retirement Income Planning Plan for Retirement Retirement Tools Small Business Small Business 401(k) Individual 401(k) SEP IRA SIMPLE IRA View all plans Learn Investing Insights & Education Overview Get Started Investing Investing Basics Market & Investing Insights Product Education Stocks Mutual Funds ETFs Fixed Income & Bonds Options Help When You Want It Find answers to common questions at Merrill Schedule an appointment with Merrill To find the small business retirement plan that works for you, contact: franchise@bankofamerica.com Open an account with Merrill Find a Merrill® Financial Solutions Advisor™ Search Call now Schedule a phone appointment Find a Merrill® Financial Solutions Advisor™ The power to put plans into action At Merrill, we have the people, tools, and personalized advice and guidance to help turn your ambitions into action. 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