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Merrill A Bank of America Company
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Life Events
Getting married
Getting married or moving in together can be the start of an exciting new adventure. These resources can help you prepare.
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
See the checklist
Browse resources
Watch
The marriage penalty
Depending on how much you and your spouse make, filing taxes together can give you a marriage benefit or penalty.
Read
Marriage and your finances
Marriage affects how you build wealth, plan for retirement, and capitalize on insurance‑related benefits.
The financial side of marriage equality
Same-sex couples have many new financial doors open to them now.
Moving in together
It's a big step. This checklist can help you sort out the most common questions and issues.
6 Tips for a Financially Happy Marriage
An open dialogue can help you save, invest and plan together.
Setting up your finances
Checking accounts from Bank of America
Individual and joint investment accounts
Preferred Rewards
Transfer your IRA and you may qualify for real benefits and rewards on your Merrill investment and Bank of America banking account balances.
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Related forms
Forms may be easier to read on a larger screen.
Change of address (Merrill)
Change of address (Bank of America)
Information Change Request (PDF)
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Financial Solutions Advisor
Merrill Guided Investing with an advisor
All the benefits of Merrill Guided Investing with an advisor who will discuss your priorities and provide advice and guidance to help you pursue your goals
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Important disclosures
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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