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IRS rules limit you to one rollover per client per twelve month period. For more information on rolling over your IRA, 401 (k), 403 (b) or SEP IRA, visit our rollover page or call a Merrill rollover specialist at 888.637.3343. You have choices about what to do with your employer-sponsored retirement plan accounts.
- Open a New Account
Open now for a Merrill rollover account. Prefer to have this...
- Rollover
Lets you roll over retirement investments from multiple...
- Open a New Account
As a Merrill client, there are a few ways to get in touch with us. Contact us by phone or log in to your MyMerrill or Benefits OnLine account to get answers to your questions and stay on top of your financial goals.
Lets you roll over retirement investments from multiple 401(k) and 403(b) plans left at previous employers. You can even transfer an existing Rollover IRA into your new Merrill IRA account. Maintains the tax-deferred status of your retirement investments
Learn how to rollover an existing 401(k) retirement plan from a former employer to a rollover IRA plan and consolidate your money.
Want to open an account? Need help with an existing Merrill Lynch account? Call the appropriate number below: Merrill Edge Advisory Center call 1.888.654.6837. Merrill Edge Self-Direct Investing call 1.877.653.4732. Merrill Lynch Wealth Management call 1.800.MERRILL (637.7455)
For more information on rolling over your IRA, 401 (k), 403 (b) or SEP IRA, visit our rollover page or call a Merrill rollover specialist at 888.637.3343.
Visit our Rollover IRA page or call Merrill at 888.637.3343 for more information about your choices. How many IRAs can I have? There's no limit to the number of individual retirement accounts (IRAs) you can own.
