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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.

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?  

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. 

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.

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.

Tax Planning Article

Selling Real Estate? Consider These Financial Planning Opportunities

Selling real estate can present financial planning opportunities when taking advantage of tax rules. Find out how to benefit.

Key 2017 Tax Laws Expiring
Tax Planning Article

Key 2017 Tax Laws Set to Expire in 2025

Some tax laws from the 2017 Tax Cuts and Jobs Act (TCJA) are sunsetting in 2025. Learn what’s changing and how you may be affected.

Person reviewing new RMD rules for inherited retirement plans
Retirement Article

New RMD Election for Inherited Retirement Plans: A Guide for Surviving Spouses 

In 2024, RMDs on inherited retirement plans became more complex. Learn about the new “spousal election” options.

Tax Planning Article

Planning for Personal Tax Laws Changing in 2026 

Learn strategies to help reduce potentially higher taxes when TCJA laws for income taxes and standard deductions expire in 2025.

People reviewing SALT deduction cap changes in 2026
Tax Planning Article

Were You Subject to the SALT Deduction Before the TCJA? Prepare for Tax Changes in 2026 

Big changes may be coming to tax laws in 2026, such as the SALT deduction cap being sunset along with associated TCJA changes. 

Person Learning About Higher Estate Tax Exemption Set to End in 2025 
Tax Planning Article

Act Now: Higher Estate Tax Exemption Set to End in 2025 

Use estate planning and tax strategies before 2026 to help optimize higher TCJA exemption limits before they are sunset.  

People discussing inheriting a retirement account
Family & Health Article

Inheriting a Retirement Account: What You Need to Know 

Inheriting a retirement account? Learn the latest RMD rules and help avoid penalties with our guide.

Man thinking about Retirement Accounts RMD Deadline Is December 31
Retirement Article

Retirement Accounts: Meet the Year-End RMD Deadline To Avoid Penalty 

If you’ve reached the age of RMDs, prepare ahead and don’t miss the annual deadline or you could incur a penalty.  

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.

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