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Washington Capital Gains Tax and Long-Term Care Payroll Tax – New Taxes and Planning Opportunities in 2022
The start of the new year is often a time when tax changes go into effect. In Washington State, 2022 brings the scheduled implementation of two new taxes that have the potential to impact many Merriman clients: the capital gains tax and the long-term care payroll tax.
The Roth Rulebook
When preparing for retirement, it can be important to save money in different types of accounts to give you flexibility when it comes time to spend those funds. One of the most powerful and misunderstood types of accounts is the Roth. Learn more about the rules of Roth IRAs.
Generation 401(k)
The 401(k) has only been around since the early 1980s. Widespread adoption took a few years, so we’re just now starting to see a generation of hard-working Americans who were in charge of their own retirement throughout their entire career. I call these individuals Generation 401(k).
When Can I Expect My Tax Forms?
We know there’s a lot to keep track of at tax time and we often get asked, “When will I get my tax forms?” Here’s a quick guide of roughly when you can expect to have your tax forms available from your custodian.
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Merriman Wealth Management, LLC, Opens New Office in Bellevue, Moves Seattle Location
Wealth management firm Merriman is opening a new office in Bellevue as part of its strategic growth plan.
10 Reasons Why Clients Hire Us
Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us.
How We Understand Financial Freedom, and How We Actually Should
Financial freedom does not imply a flashy car or millionaire status. First and foremost, it is the absence of debts as well as the ability to manage your own time. What habits can help people manage their finances competently and not be concerned about life after retirement?
Happy New Year!
May you and your family enjoy the warmth this season has to offer and a new year filled with hope, love and success!
The Ultimate Guide to 401k Rollovers
Everyone switches jobs, and in the hustle and bustle of getting set up with a new company, the previous company’s 401(k) plan is left to its own devices with the assumption that it’ll continue to grow in value. But at what cost?
Inflation: Our Thoughts and How We Respond
With inflation in the news for the past several months, it can be difficult to determine how much of the heightened concern is noise and how much is worth paying attention to. Let’s explore what inflation is, common concerns we hear from our clients around inflation, and some ideas on how to help protect your portfolio when inflation is high.
Let’s Talk About Passwords and Password Managers
In today’s world, password security is part of our financial security. One of the ways you can protect yourself is by getting a handle on your system for passwords and how you store them.
