Subscribe

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

Topic

Savings targets for retirement health care costs fall in 2014

But retirees will still need to prepare for rising health care costs in the long run, expert warns.

Topic

Joan Rivers’ estate planning gambit: A New York state of residence

A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.

Topic

How to avoid a tidal wave of taxes from IRAs

Pre-retirement planning strategies help reduce tax impact from required minimum distributions.

Topic

Accountants, advisers cautious on strategies as tax breaks remain elusive

Sometimes the best planning approach is to do nothing in an uncertain environment.

Topic

Why millennials need estate planning too

Four steps you should take in your 20s and 30s

Topic

Don’t ignore estate planning for millennial clients

Here's what advisers should watch out for with younger investors.

Topic

Self-directed IRAs hold risks for financial advisers

NASAA warning highlights need for advisers to know the ins and outs of these accounts.

Topic

How charitable giving can offset bull market gains

Year-end donations can help clients mitigate next year's tax bite.

Topic

Why employee benefit brokers are teaming with 401(k) advisers

With a new health care reform employer mandate on the way, expanding expertise becomes imperative

Topic

Rollovers of 401(k)s into pension plans gets government agency backing

With move, the Pension Benefit Guaranty Corp. clears the way for annuitization of the funds.