Mercer Advisors

FAQs

FAQs
Jul 13, 2026

Should I discuss the UTMA with my child before they turn 21?

Learn more
FAQs
Jul 13, 2026

How much spending money should I give my college student each month?

Learn more
FAQs
Jul 13, 2026

My child has a custodial Roth IRA. What happens to it when they turn 18?

Learn more
FAQs
Jul 13, 2026

Does a durable financial POA give me control over my child’s bank accounts?

Learn more
FAQs
Jul 13, 2026

Can an UTMA be converted to a 529 or Roth IRA before the transfer date?

Learn more
FAQs
Jul 13, 2026

At what age does an UTMA account automatically transfer?

Learn more
Load More

Ready to learn more?

Let’s Talk
Mercer Advisors Team

Explore More

Tax Planning

Before You Sell Your Home, Consider This Tax Strategy

September 24, 2026

Investment Management

Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes

September 23, 2026

Retirement

What Comprehensive Financial Planning Can Do for You

September 23, 2026

Continue Browsing