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Darla Mercado

Darla Mercado writes about retirement issues and products, including taxes, annuities and 401(k) plans. She welcomes feedback and tips from readers on interesting topics. Outside of the newsroom, Darla spends her time inline skating, biking, running and swimming. She Tweets at: @Darla_Mercado

Displaying 965 results

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Chris Rock’s divorce offers lessons in divorce planning

Prenups require periodic review, as do sunset provisions that can protect monied spouses.

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The new variable and indexed annuity leaders

Indexed annuities continue to be popular, and Jackson National continues to dominate VA sales.

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Your next client? Meet the six-figure skilled laborer

Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks.

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Key Supreme Court case leaves union retiree health care benefits up in the air

Don't assume retiree health care benefits provided by companies are forever.

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Unpleasant surprise on Form 1040 for Obamacare participants

This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.

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‘Longevity’ in annuities could be the big 2015 focus

New Treasury Dept. guidance pushes insurers to innovate while indexed annuities expected to continue to shine. Darla Mercado reports.

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Key 401(k) Supreme Court suit will shake up retirement plan advisers

Expect more due diligence on funds and fees, and expect to do it more frequently.

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Annuities’ use in 401(k) plans gets green light

Will 2015 finally be the year when plan sponsors welcome these insurance products with open arms?

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Lessons from $1B divorce: How to split business assets

What do a spouse's efforts mean for the valuation of a business and its division in two?

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2014 big for indexed annuities: Broker-dealer execs

Sales of the products may be cannibalizing those of variable annuities.