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

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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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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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

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.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").

Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

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