Mercer Advisors
Sharing Knowledge

SECURE 2.0 Act: 529 Deep Dive

For more information and resources about the SECURE 2.0 Act, please visit our dedicated resource page.

Retirement Financial Planning Wealth Management Retirement Planning Tax Basics Webinars

Hosted By

Bryan Strike
MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS
Sr. Director, Financial Planning
Published Feb 9, 2023
Previous Next

Further Learning

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.

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.

Retirement guidance, built around you.

Explore retirement solutions with Mercer Advisors.

Learn more
Back to Sharing Knowledge

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