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
In a two-part tradeoff, John Hancock will acquire New York Life's Retirement Plan Services business, and New York Life will take on a block of John Hancock's life insurance business. One deals bolsters John Hancock's retirement reach and the other the other New York Life's insurance reserves.
From charitable giving to capital gains and Roth conversions, ways to ease tax bills.
Popularity is rising among philanthropically inclined investors hoping to offset capital gains taxes.
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? (Don't miss: Top sellers of individual annuities)
Advisers willing to wait to get into the carrier's VAs and if history is any guide, first quarter sales will jump.
Senate OKs legislation to make it easier for insurance agents to become licensed to sell insurance in multiple states.
About eight months into his tenure at NorthWest Financial Services Inc., adviser's been putting his tax know-how to work.
Young planner has picked up a wealth of technical knowledge on tax issues and retirement income while becoming closely attuned to the behavior of clients
Last seven months have been about sacrifices in the name of getting to the CFP exam.
