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  • Retirement planning?
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Use the form below to submit your question on these or any other topic relating to your financial life, and you’ll receive a personalized response from a member of our team.

In the meantime, check out our latest blog posts below and don’t forget to subscribe for education on various financial planning topics.

Please note: If you are a client of Merriman, do not use this form for any communications about your account. Any communication of that nature will not get to the proper person if it is submitted here.

Affordable Care Act – the Subsidies

Due to the 2016 presidential election, parts of the Affordable Care Act described below may change. The current rules will likely stay in place through 2017. We’ll provide updates as they occur. When an employer provides health insurance, you receive tax advantages... read more

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COBRA vs. ACA

Due to the recent presidential election, parts of the Affordable Care Act described below may change. The current rules will likely stay in place through 2017. We’ll provide updates as they occur. When you leave a job, a key decision you need to make is what to do... read more

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Demystifying the Stretch IRA

Stretch IRAs are useful tools for the individual who wants to extend the life of their retirement accounts through multiple generations. Although there is often confusion surrounding stretch IRAs and how they work, the concept is straightforward. A stretch IRA is a... read more

Charitable Giving

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