Mercer Advisors
Sharing Knowledge

Retirement Planning

Retirement Article

Why Getting the First Years Right May Matter Most

Retirement planning should account for more than life expectancy. Learn how to align retirement spending, lifestyle goals, and income strategy with your healthiest and most active years.

Retirement Article

2026 Tax Strategies with Roth Conversions

Discover 2026 Roth conversion strategies to help minimize taxes and maximize retirement savings. Get guidance on timing, tax brackets, RMDs, and estate planning.

Financial Planning Article

Employer Contributions to Trump Accounts Explained 

New guidance clarifies how employers can contribute to Trump Accounts, including limits, tax treatment, and required reporting.

Tax Planning Guide

The Real Estate Agent’s Smart Tax and Retirement Playbook

Understanding your options and making confident decisions can help you build long-term wealth and reduce your tax burden.

Financial Planning Guide

Why Every Family Needs A Financial Plan: A Friendly Guide to Feeling More Confident About Your Money

An easy‑to‑follow guide that explains the core pieces of a financial plan and helps families feel more confident, prepared, and in control of their money.

Retirement Article

Electing Roth Treatment for Employer Retirement Plan Contributions

SECURE 2.0 allows Roth treatment of certain employer retirement contributions, creating new tax planning flexibility for employees.

Retirement Article

Social Security Break-Even Point: What It Is and Why It Matters

Discover your Social Security break-even age to decide whether claiming early or delaying best fits your retirement goals.

An advisor working with a client on a backdoor roth IRA
Retirement Article

Making a Backdoor or Mega Backdoor Roth Contribution in 2026

If you’ve outgrown the direct Roth IRA due to income limits, consider the backdoor and mega backdoor Roth strategies.

Two woman business owners planning
Women & Wealth Article

Exit Planning for Women Business Owners

Guidance for women business owners approaching a sale — covering exit strategy, tax planning, succession, and life after a liquidity event.

Listen
Financial Planning Podcast

Episode 517 – 7 Common Wealth Management Mistakes to Avoid

John Walker and Jason O’Meara discuss the most common wealth management mistakes and how a coordinated financial plan can help you avoid them.

Listen
Family & Health Podcast

Episode 516 – What Does it Take to Feel Financially Secure?

John Walker and Jason O’Meara discuss why millionaires still feel financially insecure and share actionable steps to build real financial confidence.

A senior couple using a laptop and going over paperwork in the garden at home.
Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

A couple using their retirement trust to protect their IRA
Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

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