Planning ahead can help heirs avoid common mistakes with their inheritance
| | | | | Merrill Lynch Wealth Management | | | |  | | | | Planning ahead can help you avoid common mistakes and understand the tax impact. | | | | |  | | | | Consider these 6 steps to help you stay on track to meet your goals in today’s markets. | | | | |  | | | | Your priorities and spending will likely change in retirement. Here’s what you need to know. | | | | |  | | | | These strategies can help you keep more of the income that your investments earn. | | | | |  | | | | LGBTQ+ individuals may face higher-than-average medical costs. Tips to help you prepare. | | | | | | | | | | | | Privacy & Security • Legal Information • MLPF&S Financial Statement • ML.com
If you prefer not to receive this newsletter in the future, please click here.
Investing involves risk. There is always the potential of losing money when you invest in securities.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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.
This material does not take into account a client's particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of BofA Corp.
The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for Global Wealth & Investment Management ("GWIM") clients, is part of the Investment Solutions Group ("ISG") of GWIM, a division of Bank of America Corporation ("BofA Corp.").
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.
Investment products, insurance and annuity products: | | Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value | | Are Not Deposits | Are Not Insured by Any Federal Government Agency | Are Not a Condition to Any Banking Service or Activity | | | | © 2022 Bank of America Corporation. All rights reserved. 4768674 | | | |
Comments
Post a Comment