An Individual Retirement Account (IRA) is a tax-advantaged account that can help you enhance your total financial picture and potentially build wealth for retirement. A Merrill financial advisor can help you establish retirement savings strategies designed to pursue your individual goals. There are two common types of IRAs: Traditional and Roth.

What kind of account does Merrill Lynch have?

(“Retirement Account(s)” includes, but is not limited to, any one or more of the following account types: an Individual Retirement Account (IRA), a Medical Savings Account (MSA), a Roth Individual Retirement Account (RRA), a Merrill Lynch Basic Money Purchase Pension or Profit-sharing Plan Account, a Merrill Lynch

Is it good to roll over your 401k to a Merrill IRA?

Rolling over funds to a Merrill IRA offers a convenient way to maintain your retirement plan’s tax-deferred status while consolidating your retirement assets into one easy-to-manage account. Consider all of your choices and learn if a rollover may be right for you. Need help?

What can Merrill Edge do for your retirement?

No matter what your retirement strategy, Merrill Edge ® offers many types of accounts to help you make the most of your future. With a full range of IRAs to choose from, you can enjoy tax-deferred growth potential. Consolidate retirement assets with former employers into one, easy-to-manage account.

Do you need legal or tax advice from Merrill Lynch?

Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

How can I roll over an inherited IRA into my own IRA?

If you already have an IRA, you can roll over the inherited assets to another traditional IRA in your name or convert the assets to a Roth IRA. The simplest way to do that is through a direct, trustee-to-trustee transfer from one account to the other or between one IRA custodian and another.