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How Portability Can Help Maximize Your Gift and Estate Tax Exemptions
Portability enables a surviving spouse to utilize a deceased spouse’s unused estate tax exemption. Understand how it works.

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unaffiliated with Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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How Portability Can Help Maximize Your Gift and Estate Tax Exemptions

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Navigating 529 Plans: 11 Features You Need To Know

5 Tips for Maximizing Your 529 College Savings Plan

Answers to 5 Common 529 Plan Questions Every Parent Should Know

Gifting a Legacy of Education with a 529 College Savings Plan

Your Guide to 529 Plan–to–Roth IRA Rollovers

Secure 2.0 Act Tax Catch-up and 529 Plan Provisions

529 Plans Get Boosted by the SECURE 2.0 Act

SECURE 2.0 Act: 529 Deep Dive

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How Portability Can Help Maximize Your Gift and Estate Tax Exemptions

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