Wealth Advisor, CFP® ADPA ®
Aaron is a CERTIFIED FINANCIAL PLANNER™ who came to us from U.S. Bancorp, where he worked for seven years as a financial specialist. He has been with Merriman since 2005 and has over 20 years of experience in delivering counsel and peace of mind to clients. He graduated from the University of Washington with two bachelor’s degrees: one in economics and one in Germanics.
Aaron lives in Duvall, Washington and enjoys playing tennis, working in his yard, traveling, and spending time with friends. He has a high fluency in German and is a LEGO enthusiast, and has been passionate about both interests since childhood.
Quite understandably, most people have little or no experience in settling an estate. There are a myriad of actions to be accomplished, each one of them important, and no one knows in what order tasks need to be completed, let alone how to weave through the legal dynamics. So what can we do to help?
The benefits of ROTH conversions are not just effective during a severe bear market but can be utilized nearly every year.
On December 18, 2015, the president signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015. One of the popular tax provisions in this bill was to permanently extend the ability for IRA owners to make qualified charitable distributions (QCD) from...