The IRS website (irs.gov) provides official guidance on new legislation, though interpretation in the context of individual planning requires a personalized analysis. The Mercer Advisors wealth management team reviews legislative changes and their implications for our a client’s specific financial plan on an ongoing basis. For a summary of the changes discussed in this guide, consider scheduling a planning conversation with a Mercer Advisors wealth advisor.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
