Mercer Advisors
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Articles

Women & Wealth Article

5 Smart Tax Tips for Widows

Explore five smart tax tips for widows — filing status, inherited assets, capital gains, and RMDs — with guidance to help secure your financial future.

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.

Women & Wealth Article

Financial Independence for Women: A Long-Term Plan

A Women & Wealth outline to financial independence, covering planning, investing, retirement, tax, and estate strategies to build confidence at every stage of life. 

Estate Planning Article

Estate Planning After the SECURE Act

Learn how retirement trusts and Roth conversions can help mitigate taxes for your heirs. 

Market Commentary Article

Factor Investing 101: Insights From Our CIO

Mercer Advisors CIO Don Calcagni explains factor investing — an evidence-based strategy to improve expected returns while maintaining transparency 

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.

Trustee Services Article

What Is a Trust and When Do You Need One for Your Estate Plan?

Learn the basics of trusts, including revocable and irrevocable options, and discover when establishing a trust makes sense for your comprehensive wealth plan.

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.

A man working on disability insurance
Insurance Solutions Article

Why Disability Insurance Remains Essential in 2026

Disability insurance protects your earning power, safeguards savings, and helps prevent retirement plan disruption during illness or injury.

Family & Health Article

Retirement Trusts for Beneficiaries with Special Needs

An overview of how retirement assets can support special needs trust planning, preserve government benefits, and provide long-term financial support for families.

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.

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.

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