Merrill Edge’s Portfolio Story feature in particular is an innovative tool that helps self-directed investors better understand their portfolio and investment decisioning. You’ll also be able to tailor your retirement strategy with your need for financial guidance, including the option to select from self-guided, robo-advisor, and financial advisor experiences. Merrill Edge’s full integration with Bank of America also allows for additional personalized portfolio analysis that incorporates retirement accounts held between both institutions. Merrill Edge has a strong variety of retirement-focused educational content and investment tools, making it an ideal spot to have an IRA account. These features allow you to ensure your retirement savings closely align with your investment allocation preferences. Of particular interest to IRA account holders is a screener for closed-end funds which have the potential to generate additional retirement income. Where Schwab really shines, however, is through extensive ETF screening options including filters, portfolio builders, and tools which feature a multitude of selection criteria including socially responsible investing (SRI) options. A helpful advice section has tools and calculators geared towards retirement savers of any age, readiness, or experience level to make sure you’re on track. With a full suite of IRA account types available, you’ll decide whether to leverage the Intelligent Portfolios robo-advisor offering, work directly with a financial advisor, or go with a self-directed strategy for your retirement journey. Schwab’s comprehensive product ecosystem combines an expansive array of trading tools and investment options that make the platform a strong option for retirement savers. Fidelity has consistently improved its offering to add even more useful features for retirement savers over time. Those near or at retirement will be able to leverage withdrawal calculators and factor in social security distributions to build a robust income strategy. If you’re just starting your retirement savings journey, Fidelity can provide tools and planning based on your timeline, goals, and investment preferences. Retirement savers at all planning stages and investment experience will find that Fidelity’s combination of retirement planning features and educational content will keep you well positioned to stay on track. Regardless of which route you go, Fidelity’s tools, calculators, and reports are built to be impactful and easy to use. You’ll also have flexibility to tailor your retirement savings journey to your preferences by selecting from advisor driven, self directed, or automated portfolio management strategies. Offer Disclosure.įidelity stands out as an IRA provider for its low costs, exceptional tools, and the breadth of investment management choices on the platform. Get $100 when you open a new Fidelity retail IRA account with $50.
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