Mercer Advisors

Sharing Knowledge

Loading…
Filters +
Results for:
Clear All
Tax Planning Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

Learn how 529 plans and Trump Accounts each play a distinct role in funding your child’s education and long-term retirement — and how to get the most from both.

Why Beneficiaries may Face More Harm than Good
Estate Planning Article

The Hidden Hazards of Inheriting an IRA: Why Beneficiaries may Face More Harm than Good

Passing an IRA to a beneficiary may result in unintended problems. Learn how retirement trusts offer both control and protection.

Person doing tax loss harvesting
Investment Management Article

Tax Loss Harvesting: Using Losses to Lower Your Taxes

Tax loss harvesting is a way to sell devalued investments to help minimize capital gains and improve financial plans.

2024 Tax Strategies Roth Conversions Image
Tax Planning Article

2024 Tax Strategies with Roth Conversions

Converting a traditional IRA into a Roth IRA can provide tax savings now and in the future. Here’s what you need to know in 2024.

Family & Health Article

Navigating the Housing Market After the Federal Reserve’s Rate Cut  

From buying a home to refinancing or selling, what impact will the Federal Reserve’s recent rate cut have on the housing industry?  

Happy university graduate and her father having fun while taking selfie with smart phone.
Family & Health Article

529 Plans Get Boosted by the SECURE 2.0 Act

The SECURE 2.0 Act brought many changes to retirement planning. One lesser-known provision helps 529 plan users better manage unused funds.

Woman with glasses in front of laptop
Retirement Article

What Are QLACs and Should You Consider One?

The SECURE 2.0 Act made changes to the regulation of qualified longevity annuity contracts. Here’s what’s new with QLACs.

Man and woman hiking
Retirement Article

The Power of Hobbies

Our team discuss the benefits of hobbies, including scrapbooking, Olympic weightlifting, dog training, camping, and baking.

People discussing qualified charitable distributions (QCDs)
Retirement Article

New Rules for QCDs and IRA Contributions 

Some individuals can make donations directly from an IRA via a QCD, but not everyone qualifies. See if a QCD is right for you. 

Couple looking at paperwork
Retirement Article

Is a Roth IRA Right for You?

Roth IRA can be an essential financial planning tool for almost anyone. Here are the rules and guidelines you need to know.

People discussing federal tax brackets
Financial Planning Article

New 2026 Federal Tax Brackets: What This Means for Your Taxes

The IRS has released new federal tax brackets. Learn about tax rates, inflation adjustments, and how this could impact your returns.

Preparing for the tax sunset image
Tax Planning Article

Preparing for the Tax Sunset

What expires with the tax sunset? Rely on Mercer Advisors for a holistic plan that understands the tax provisions today and in 2026.

A man working on his taxes
Financial Planning Article

Documents to Collect Before Starting Your Taxes in 2026

Before you submit your taxes, organizing your documents can help reduce errors, minimize delays, and uncover potential savings.

About Mercer Advisors

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

Let’s Talk