Products & Services
At Merritt Wealth Strategies, we provide assistance in the following areas:
Investments*
- Bonds
- Common Stock
- Educational IRA
- Mutual Funds
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
- ETF’s or Exchange Traded Funds
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Tax Planning
- Relocation Tax Issues
- Federal and State Income Tax Reviews
- Estate Tax Reviews
- Representation Before the IRS
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns
*Securities offered through FSC Securities