Merrill Lynch Wealth Management

Financial Planners, Financial Planning Consultants, Investment Management

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Mon - Fri:	9:00 am - 5:00 pm

Merrill Lynch Wealth Management

Roth IRA
You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may off er different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.

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Phone: (614) 798-4364

Phone: (614) 889-0050

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https://www.local.ml.com/DUBLIN_OH

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Financial Planners, Financial Planning Consultants, Investment Management

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Phone: (614) 798-4354

Address: 555 Metro Pl N, Dublin, OH 43017

Website: https://www.local.ml.com/DUBLIN_OH

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Merrill Lynch Wealth Management

Roth IRA
You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may off er different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.

Investment Management
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (â€œBank of Americaâ€ ) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (â€œMLPF&Sâ€ or â€œMerrillâ€ ), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (â€œBofA Corp.â€ ).
Bonds
Wealth Management
Congratulations to the 34 teams and 129 advisors named to the 2024 Forbes â€œ America's Top Wealth Management Teams High Net Worth â€ list.Â Thank you for all you do to serve our clients.

Accounting Services

Financial Planning
Weâ€™ve created a financial planning experience you canâ€™t get anywhere else â€” one that gives you perspective into your total financial life. Financial planning feels very different here. Itâ€™s tangible, itâ€™s actionable and itâ€™s designed around your unique needs.
Retirement Planning
Take our quick, two-minute quiz to determine your retirement planning progress across three key areas and get suggested next steps to help you continue your journey forward with confidence.
Annuities
Long Term Care
Your advisor can coordinate with key professionals in your life â€“ accountants, estate attorneys, elder care resources and more.
Asset Management
Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

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