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MERRILL LYNCH WEALTH MANAGEMENT

Inflation and your taxes:
What you need to know Inflation and your taxes:
What you need to know

Could key inflation adjustments affect your taxes?
See how these year-round tax strategies may help lower your tax bill. Could inflation adjustments affect your taxes?
These year-round tax strategies may help.

Get tax tips

7 Key Retirement Dates

See when to take steps to help maximize your benefits and retirement income.
Explore now when to take steps to help maximize your benefits and retirement income

Market Briefs

Latest insights on inflation, interest rates, volatility and your investments from our Chief Investment Office.
Quick reads about inflation, interest rates, volatility and your investments

Check out trending scams

Take these steps to reduce the risk of falling victim to scams.
Get started learning more about our security tools and resources

Explore the 3 stages of retirement

See how each may affect your retirement income needs.
Get started exploring the stages

Highlighted Features

e-Sign

Send a secure message, set an appointment, e-sign documents and stay in touch with your advisor
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Mobile check deposit

Use the camera on your mobile device to deposit checks anytime and anywhere
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Go paperless

Check on your statements, tax documents and other notices online without risking exposure to the mail system
Learn more about paperless

Transfer funds or securities

Transfer between accounts and request wire transfers or checks
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Investing involves risks. 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.

Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.

This material 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. Additional information is available in our Client Relationship Summary (PDF).

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