Molly: I started designing jeans in my dorm room sophomore year. I never wanted to do anything else. 10 years later, I moved into this studio.
Now that I'm established, I want to make good decisions about my finances. I have some savings, a personal IRA, a few bonds.
But honestly, I don't have time to think about dinner, let alone retirement.
I have a plan for my business. So I wanted one for my retirement, too. But with all this going on, I needed something simple, affordable and easy to manage. And that's where Merrill came in.
When it comes to my future, every dollar counts. And with a retirement plan from Merrill, my business could benefit from potential tax advantages while I plan for retirement. And as I grow, Merrill could help meet my changing needs.
But it's not just about me. My employees pour their life into what they do. So I owe it to them to provide a retirement plan that they deserve.
Merrill helped me understand that having a retirement plan doesn't have to be complicated. I get personalized solutions based on my needs. And I'm not alone. I work one-on-one with a licensed Merrill Financial Solutions Advisor to consider my retirement plan options. So no matter how big or complex my company becomes, I always get the help I need.
I've been lucky; my business has really taken off. But who knows where my business or I will be in 20 years? It feels good to know I have a strategy for my future.
Voiceover: To learn more, call 855.696.6411 to speak with a Financial Solutions Advisor for Small Business.
To learn more, contact a Financial Solutions Advisor™ for Small Business. Call 855.696.6411, Monday-Friday, 8am-10pm ET
The case studies presented are hypothetical and do not reflect specific strategies we may have developed for actual clients. They are for illustrative purposes only and are intended to demonstrate the capabilities of Merrill. They are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.
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.
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.
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MAP4873366 | EXP 7/29/2023