NWTC 542.97 +150.59% MR500 642.33 +192.90% MRIDX 447.97 +213.33% MRBDX 92.60 +231.66% HRZP 347.89 +290.10% MTMK 248.60 +110.43% MRIIX 121.58 +93.81% ATLB 246.29 +296.22% MRGRX 252.61 +185.50% MRVLX 186.22 +162.36% MRSCX 263.15 +179.89% CVGE 70.44 +57.06%

Retirement
Roth IRATax-free growth and withdrawals in retirement Traditional IRATax-deferred growth, possible deduction today Rollover IRAMove an old 401(k) in about 10 minutes SEP IRA & Solo 401(k)High limits for the self-employed

Investing & saving
Brokerage account$0 online stock and ETF trades Cash management4.85% yield on uninvested cash 529 & custodialSave for a child's education Health savings accountA triple tax advantage for medical costs

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Products
Index fundsExpense ratios from 0.02% ETFsCommission-free, traded all day Target-date fundsOne fund, a whole glide path StocksFractional shares from $1

Research
Fund screenerFilter 36 funds by cost, risk and return Markets todayMovers, yields and index levels InsightsResearch notes from our strategists Risk questionnaireFind the mix that fits you
Tools
Retirement calculatorAre you on track for your number? Compound growthSee what regular investing becomes RMD calculatorRequired minimum distributions 401(k) match maximiserNever leave the match on the table

Guidance
Free planning toolsGoals, budgets and readiness scores Work with an advisorDigital, hybrid or dedicated CFP® Book a consultationFree 30-minute review Retirement libraryGuides on income, taxes and timing
Pricing
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Research

Fund & ETF screener

Every MeridianClad fund, ETF and listed security, filtered by what actually drives outcomes: cost, asset class and risk.

All (36) Index funds ETFs Target-date Bond funds Mutual funds Stocks Money market

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Nothing on this page is a recommendation to buy or sell any security. Expense ratios reduce returns, and risk levels are shown on a 1 (lowest) to 5 (highest) scale.

Not sure where to start?

Three approaches that cover most investors.

Simplest

One target-date fund

Pick the fund closest to the year you plan to retire. It holds a diversified global portfolio and shifts toward bonds automatically as that year approaches.

See target-date funds

Classic

Three-fund portfolio

A total U.S. market fund, a total international fund and a total bond fund. Set the weights once, rebalance when they drift five points.

Build the core

Hands-off

Managed portfolio

Answer a questionnaire and we construct and rebalance the portfolio for 0.25% a year, with tax-loss harvesting in taxable accounts.

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