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In the meantime, check out the latest from our blog!
Market Response to Russian Invasion of Ukraine
Russia’s threats and invasion of Ukraine have upset global markets and driven them lower to start the year. Losses and volatility are typical when the future course of events is highly uncertain. However, what happens in the short term usually has little bearing on future market returns. Learn more…
Should I Buy Solar for My House?
What is the cost of installing solar on my home, and when do I break even financially?
How to Report a Cash and Stock Merger on Your Tax Return
First: Congratulations on the successful merger of Kansas City Southern (KSU) and Canadian Pacific Railway (CP). Second: It’s no fun to receive a surprise tax bill related to the December 2021 merger, so we’ll try to outline the specifics.
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.
