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Life Events
Managing a disability or chronic illness
Illness or disability can come without warning. These resources can help you plan for your current situation and the future.
Keep in mind:
Assess
how you're managing your current situation, like finances and self-care
Evaluate
your prognosis
Consider
your future circumstances
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Long-term care insurance: Understand your options
Consider long-term care insurance if you have assets to protect or want to avoid becoming a financial burden on your family.
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Health savings plan options
Health savings accounts (HSAs) from Bank of America
Preferred Rewards
Transfer new assets, such as an IRA from an outside institution, and you may qualify for real benefits and rewards on your Merrill investment and Bank of America banking account.
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Merrill Guided Investing with an advisor
All the benefits of Merrill Guided Investing with an advisor who will discuss your priorities and provide advice and guidance to help you pursue your goals
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Important disclosures
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.
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