Mercer Advisors
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Year-Round Tax Planning

Financial Planning Article

What Comprehensive Financial Planning Can Do for You

Learn what comprehensive financial planning is and how connecting cash flow, taxes, investments, retirement, estate, and insurance can help you reach your goals.

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.

Tax Planning Article

The New Math of Charitable Giving Tax Deductions

New 2026 charitable giving tax deduction rules changed the math. Learn how the AGI floor, the 35% cap, and DAFs reshape your year-end giving strategy.

Tax Planning Guide

Tax Filing Is Not the Same As Tax Planning

You may think you’re managing your taxes effectively when you file each spring, but are you sure? Learn the difference between tax preparation and proactive tax planning.

Retirement Guide

The Complete Retirement Income Guide: How to Make  Your Money Last

Explore a comprehensive guide on retirement income planning, including Social Security strategies, withdrawal sequencing, and sequence-of-returns risk.

Team having a discussion in a meeting
Tax Planning Article

Taxes and Wealth Management: Better Together With a Unified Team

Our integrated tax and wealth management teams work together year-round, delivering coordinated planning that helps reduce surprises and tax liability.

Estate Planning Article

Estate Planning Strategies for Your Financial Future 

Learn how estate planning integrates with tax, investment management, and financial planning to help protect your wealth, minimize taxes, and transfer assets efficiently. 

Tax Planning On-Demand Webinar

Tax Filing Is Not the Same as Tax Planning

In this webinar, we break down proactive tax planning, Roth conversions, and key changes from the One Big Beautiful Bill Act to help reduce your lifetime tax liability.

Tax Planning Article

Tax Strategies for Airline Pilots

Understand taxes for airline pilots — from tax deductions for pilots and 401(k) super-funding to Roth conversions and pension coordination

Estate Planning Article

How Upstream Planning Can Help Preserve Generational Wealth

Estate plans often focus on downstream wealth transfer from older to younger generations. Upstream planning challenges that convention and may offer meaningful tax advantages.

Rider on Horse Jumping
Financial Planning Guide

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

A practical guide to investing in horses, including risks, costs, liquidity, and how equine assets fit into a long-term wealth plan.

Tax Planning Guide

A Guide To Long-Term Planning for Long-Short Portfolios

A practical guide to long-short investing, explaining how portfolios evolve, manage taxes, reduce risk, and plan smart options after diversification.

FAQs
Tax Planning FAQ

Is a cost segregation study worth the cost for a converted home?

See the answer
Tax Planning FAQ

How does this compare with holding the home for a step-up in basis?

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Tax Planning FAQ

How does converting a home to a rental compare with selling it directly?

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Tax Planning FAQ

What’s the difference between the Section 121 exclusion and a 1031 exchange?

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Tax Planning FAQ

How do I report depreciation recapture when selling a converted rental property?

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Tax Planning FAQ

Where do I check whether short-term rentals are allowed at my address?

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Tax Planning FAQ

Where can I find help evaluating a home conversion tax strategy?

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Tax Planning FAQ

Do I have to manage the rental myself?

See the answer

Further Learning

Investment Management Article

Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes

The economic science behind why diversifying broadly across and within global asset classes is a core investing principle at Mercer Advisors.

Listen
Retirement Podcast

Episode 527 – Trump Accounts

Bryan Strike joins us to explain Trump Accounts: eligibility, the $1,000 seed, contribution limits, and how they compare to 529 plans for kids’ futures.

Ship in canal
Market Commentary Article

Insights From Our CIO: The Iran War’s Impact on Markets Six Months In

CIO Don Calcagni shares an overview of how long-term investors should view the Iran war after six months.

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.

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?

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