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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.

Mega Backdoor Roth IRA Explained!

Most employees are aware they can contribute to their employer’s retirement plan through pre-tax and Roth contributions. Employees can contribute up to $18,500 a year ($24,500 if age 50 or older) from their paychecks. What people are less aware of is whether their...

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What should I do about the Equifax data breach?

By now, you’ve learned that up to 143 million people in the United States have had their private information stolen through a data breach at Equifax, a national credit reporting agency. What is new and most concerning about this breach is that Equifax is one of the...

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The Importance of Having a Will

As Wealth Advisors, we provide advice on all aspects of your financial situation, and work with a network of carefully selected professionals in taxes, estate planning and insurance to devise appropriate solutions that will help you achieve your goals. This article is...

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