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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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“Top 40” host Casey Kasem’s disappearance holds lessons for advisers

“American Top 40” host Casey Kasem's disappearance has been resolved, but advisers have plenty to learn from the bitter family feud that's emerged over the radio legend's care in old age.

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Life insurers show their hands with new VA filings

Regulatory filings reveal new living benefits, investment-focused annuities or exchange offers for existing clients.

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Variable annuity sales drop in 1Q and new leaders emerge

Decisions to moderate sales volume in recent years has caused changes for the bigger players

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Clients’ higher tax bills prompt advisers to brush up on taxes

2013's tax changes will likely prompt advisers to keep a closer watch on their clients' tax strategies.

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How to pick apart charitable trusts

The benefits of charitable trusts vary — particularly when it comes to interest rate environments.

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Recent grads strain under college debt

2 tips for reducing or managing college debt: Remember that monthly cash flow is king, and seek out programs to help you repay.

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IRI to provide health care cost tool to members

Tool will enable IRI member firms to project how much retirees will spend on health care.

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Health exchanges prompt new conversations with clients

As deadline for federal insurance looms, advisers report mixed results

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Investors value advisers, especially when retirement is looming

Investors on a panel at an InvestmentNews retirement income conference said they value the expertise of advisers, especially as they get close to or enter retirement

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Fixed-annuity sales rise even though rates are rock-bottom

Popular products promise guaranteed 2% interest – beating returns for certificates of deposit