Perspectives On: Year-End Tax Tips, Post-Election Markets and more

Year-end tax tips that could save you money
 ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Merrill | A Bank of America Company
Find an advisor

11.

2020

Merrill Lynch Wealth Management

Perspectives

Article Image - Young couple reviewing paperwork

10 Year-End Tax Tips That Could Save You Money

New regulations might affect your taxes this year. Discuss these ideas with your tax professional.

   Explore here   
Article Image - 2020 Election illustration

The Markets After the Election

Get our latest insights on how the election could affect the economy and your investments.

   Read more   
Article Image - Illustration of a single woman in a canoe

The Loss Couples Rarely Plan for—and Should

No one is ever ready for the death of a spouse. But planning ahead can help you prepare financially.

   Learn more   
Article Image - Hydrogen energy storage tanks

The Promising Power of Green Hydrogen

Tune in to this podcast about a transformative new climate-friendly energy source.

   Listen now   
Article Image - Patient and doctor

What Health Savings Accounts Can Do for You

HSAs offer tax and retirement benefits, in addition to helping you pay for medical costs.

   Read more   
Not all financial guidance is created equal. Whatever your goals are, our advisors will build a personalized strategy to help you get there. Start a conversation with someone who gets you. Learn more.

Reader Resources

Find the right advisor for you

Why a Merrill financial advisor?

Explore your goals

Merrill | A Bank of America Company
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
© 2020 Bank of America Corporation. All rights reserved. 3316473

Comments

Popular posts from this blog