Mercer Advisors
Sharing Knowledge

Asset Protection

Trustee Services On-Demand Webinar

Navigating Medicare: Your 2027 Open Enrollment Playbook

Mercer Advisors Colin Day and Chapter’s Ari Parker break down Medicare’s 2027 updates, enrollment steps, and key decisions for retirees.

Retirement Article

Retirement Tax Planning: Your Lowest-Tax Window May Be Open
Insurance Solutions Article

Medicare Covers a Lot. It Doesn’t Cover Long-Term Care.

Medicare doesn’t cover long-term custodial care. Learn what it covers, what it doesn’t, and how self-funding, hybrid insurance, and estate planning can help you prepare for the gap.

Trustee Services On-Demand Webinar

Estate Planning: The Decisions Behind the Documents

We break down the key roles in estate planning — trustees, executors, and agents — and how to choose the right people, communicate with family, and keep your plan up to date.

Retirement Guide

Retirement Tax Planning: A Year-Round Guide to Help Keep More of What You’ve Built

A comprehensive retirement tax planning guide covering Roth conversions, RMDs, IRMAA, Social Security taxation, QCDs, and tax-loss harvesting strategies for retirees.

Tax Planning Article

How Much Money Do You Need To Work With a Wealth Manager?

Firm minimums vary widely, but a better question may be whether your financial complexity warrants professional coordination.

Estate Planning Article

How To Keep Your Family Vacation Home in the Family

Passing down a family vacation home takes more than a will. Learn how trusts, LLCs, and honest conversations can keep your legacy property in the family.

Financial Planning Guide

The Inheritance and Sudden Wealth Playbook: First 90 Days + 12 Months

When you inherit a significant amount of wealth, the decisions you make in the first year can define outcomes for decades. Here’s your step-by-step playbook.

Estate Planning Article

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Illinois’ $4 million estate tax exemption, far below the $15 million federal threshold, can expose high-net-worth families to unexpected state tax bills without proactive planning.

Investment Management Article

Portfolio Diversification: How To Build a More Resilient Investment Strategy

Learn how a coordinated strategy may help manage risk and support your long-term goals.

Couple talking about finances.
Retirement Article

The DINK Financial Advantage: Building Wealth Together

Dual income, no kids (DINK) couples have a rare financial window. From backdoor Roth IRAs to early retirement, discover strategies to help protect and grow your wealth.

Estate Planning Article

Maryland Estate and Inheritance Tax

Maryland is the only state levying both an estate tax and inheritance tax. Understand thresholds, exemptions, and strategies to protect your estate.

Estate Planning Article

Estate Planning for Blended Families: Key Considerations

From qualified terminable interest property (QTIP) trusts to beneficiary designations, discover how a comprehensive estate plan can honor every relationship in your blended family.

FAQs
Retirement FAQ

Which is better for my heirs: a Roth IRA or a traditional IRA?

See the answer
Retirement FAQ

What’s the difference between a Roth conversion and a regular IRA withdrawal?

See the answer
Retirement FAQ

How do I check my income-related monthly adjustment amount (IRMAA) threshold before doing a Roth conversion?

See the answer
Retirement FAQ

Where can I find help with retirement tax planning and Roth conversions?

See the answer
Retirement FAQ

Is it worth realizing capital gains during a low-income retirement year?

See the answer
Retirement FAQ

Should I do a Roth conversion before required minimum distributions begin?

See the answer
Retirement FAQ

How does a Roth conversion work during the years before required minimum distributions (RMDs)?

See the answer
Retirement FAQ

What is the retirement tax gap window?

See the answer

Further Learning

Family having conversation wiht advisor.
Financial Planning Article

A Family Office for Your Family: A Wealth Tradition Within Reach

The sophisticated, time-tested family office approach used by many ultra-high-net-worth individuals to help manage their financial lives is now accessible to more families.

Listen
Family & Health Podcast

Episode 528 – Financial Considerations When a Baby is on the Way

A practical guide to the financial moves expectant parents should make before baby arrives, from liquidity and insurance to tax credits, 529s, and estate planning.

Investment Management Article

The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix

Many investors have a mistaken instinct that a shift in the balance of power on Capitol Hill will have obvious and significant impacts on one’s portfolio.

Women & Wealth On-Demand Webinar

Women & Wealth: Navigating Life’s Financial Transitions

Women and Wealth specialists from Mercer Advisors share practical strategies for navigating life’s financial transitions, from retirement and caregiving to widowhood and divorce.

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