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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
Browse resources
Depending on how much you and your spouse make, filing taxes together can give you a marriage benefit or penalty.
Video: The marriage penalty
Marriage affects how you build wealth, plan for retirement, and capitalize on insurance‑related benefits.
Same-sex couples have many new financial doors open to them now.
It's a big step. This checklist can help you sort out the most common questions and issues.
An open dialogue can help you save, invest and plan together.
Preferred Rewards
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.
Related forms
Forms may be easier to read on a larger screen.
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
Learn more

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.