Jeff joined Merriman in 2018 and comes from a background in healthcare research at Swedish Medical Center and the Ohio State University Medical Center. He studied Psychology as a Buckeye and worked on clinical trials researching new drugs before pursuing his passion in finance. Joining the Merriman team helped Jeff combine his eagerness to improve people’s lives with his curiosity for financial planning. Jeff applies his experience in academic research to digging into client issues and analyzing portfolios. He loves the technical side of our strategy here at Merriman.
When he isn’t coordinating with our wealth managers, Jeff is an avid gamer and enjoys movies, music, and reading. He lives in SLU and has been exploring new Pacific Northwest hobbies like rock climbing.
It’s important to consider every option for saving on taxes and setting aside a larger nest egg for retirement. Contributing to the usual bevy of IRAs and 401(k) might not be enough to see you through your golden years.
Everyone thinks about saving for retirement, and not many people want to work forever. However, have you thought about the best way to save for the future? If you are setting aside the yearly max in your 401(k) and channeling extra savings to your brokerage, you might be missing out on powerful tax-advantaged saving opportunities.
Backdoor Roth IRA contributions are great tools for high earners to take advantage of Roth IRAs even after passing the income limits for standard contributions, and the steps for making backdoor Roth IRA contributions are pretty simple.