Skip to main content

Retirement

For many, financial stability in retirement is the ultimate goal. So whether you're just starting out or nearing the finish line, it helps to have a plan. Learn what you can do to save and invest for the future.

For many, financial stability in retirement is the ultimate goal. So whether you're just starting out or nearing the finish line, it helps to have a plan. Learn what you can do to save and invest for the future.

Most Popular

How much do you really need for retirement?

Retirement experts offer plenty rules of thumb about how much you need for retirement. But what's right for you? Use these insights to help determine if you’re on the right track.

Read more at MerrillEdge.com  about How much do you really need for retirement?

3 steps to help build your retirement paycheck

Help your nest egg last throughout your retirement by creating a sound plan for withdrawing your assets. Here are 3 steps to consider when building your "retirement paycheck."

Read more at MerrillEdge.com  about 3 steps to help build your retirement paycheck

Develop a Social Security and retirement date strategy

Increased life expectancies lead many people to consider working longer as a way to keep building their nest egg. Learn how to build a retirement date strategy and how to plan for social security in retirement.

Read more at MerrillEdge.com  about Develop a Social Security and retirement date strategy

Monitor your portfolio

When it comes to your portfolio, don’t "set it and forget it." Learn how close monitoring and periodic adjustments can help keep your portfolio balanced and aligned with your objectives.

Read more at MerrillEdge.com  about Monitor your portfolio

Plan for and manage healthcare costs

Get up to speed on what Medicare costs, what it will cover and how much you'll need to pay on your own.

Read more at MerrillEdge.com  about Plan for and manage healthcare costs

Working in retirement

The post-work years have become the springboard for new journeys. Use this checklist to learn about the costs, expenses and needs of working in retirement.

Read more at MerrillEdge.com  about Working in retirement

10 tips to boost your retirement savings

Whether you just started working or you're nearly done, you can still potentially grow your nest egg. These 10 tips can help you pursue the retirement you envision.

Read more at MerrillEdge.com  about 10 tips to boost your retirement savings
New retirement challenges Watch video 

Your 401(k): 10 things to find out

If your company offers you a 401(k) plan, you may have decisions to make. Check your plan documents or ask your HR representative for answers to these 10 key questions.

Read more about Your 401(k): 10 things to find out
The effect of time on your retirement account Watch video 
Building a foundation for retirement Watch video 

7 steps to prepare for your upcoming retirement

Planning to retire within the next 10 years? Taking these actions now could help bolster your portfolio as you approach your planned retirement date.

Read more at MerrillEdge.com  about 7 steps to prepare for your upcoming retirement

Develop a retirement income strategy

If you retire at 65, retirement could potentially last three decades. These guidelines can help you develop an income stream that could last your lifetime.

Read more at MerrillEdge.com  about Develop a retirement income strategy

Save early and often

Retirement may be decades away, but it's never too early to start investing, even just a small amount at a time. Get started with these 3 steps.

Read more at MerrillEdge.com  about Save early and often

How to budget for health care costs

Discover the steps you can take today to prepare for your health care costs in retirement—even if that's 10 or 20 years away.

Read more at MerrillEdge.com  about How to budget for health care costs

Pay yourself first. Prioritize your financial goal

Trying to tackle competing long-term goals, like retirement and your kids' education, can make budgeting tricky. See how tricks like paying yourself first makes it possible to strike a balance.

Read more at MerrillEdge.com  about Pay yourself first. Prioritize your financial goal

Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products:

Are Not

FDIC Insured

Are Not

Bank Guaranteed

May Lose Value

 

MLPF&S is a registered broker-dealer, member SIPC and a wholly owned subsidiary of Bank of America Corporation.