Merriman Wealth Management
One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Estate Planning
- Insurance Planning
- Investment Planning
- Tax Planning
- Wealth Management
- Financial Advisor
Sentiment Analysis
From our very first meeting, where they matched us with our financial advisor, to every subsequent meeting with Sierra, we have been blown away at the level of attention and detail in their services.
They seem to make smart, conservative investment choices that are tuned to how long I plan to keep my money.
This fact, coupled with his deep knowledge of finances and fiduciary morals makes every call/meeting a genuine pleasure.
Aaron Spencer has been our advisor since before the "Great Recession".
Their system is a well rounded approach to all aspects of your life to make it better for you.
Merriman is the place to be if you want your money invested wisely, and as if you invested it yourself.
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