Life Events: Getting Married

Life happens. Will you be ready?
Throughout your investing life, you're going to experience life events — some planned, some not — that will affect your finances.
We're here to help you prepare for those critical times of financial change.

Getting married

Getting married or moving in together can be the start of an exciting new adventure. These resources can help you get ready for this new phase in your life.
Keep in mind:
Catalogue what you'll bring to the marriage
Chart your immediate course together
Discuss your long-term joint financial goals
Budget for your wedding and honeymoon

Preferred Rewards

Enjoy real benefits and rewards on your Merrill Edge® investing and Bank of America® banking accounts. And as your balances grow, so do your benefits.

Play the video about The marriage
penalty

Depending on how much you and your spouse make, filing taxes together can give you a marriage benefit or penalty.

Moving in together

It's a big step. Here's a checklist to help you sort out common questions and issues.

Marriage and your finances

Marriage affects how you build wealth, plan for retirement and use insurance-related benefits.

Engaged? How well
do you know each
other's finances?

The financial side of
marriage equality

Ready to get started?
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Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Edge® nor its Financial Solutions Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisor.

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