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
A group of medical professionals claim their employer's retirement investments were unfairly expensive
A new paper by Wade D. Pfau and Michael Kitces turns conventional retirement income strategy on its head.
Warning: Don't overlook the implication of state income taxes, ordinary income or capital gains.
Advisers should recommend statutory shelters to ease clients' tax bite.
Why your employer's switch to lump sum contributions could make you miss the market rally
Don't overlook the implication of state income taxes, ordinary income or capital gains
A new annuity product intended to buffer clients' account values against downside losses is starting to gain interest. Will it catch on across the industry? Plus: Our full Annuities Special Report
Indexed annuities, long the black sheep of retirement products, are enjoying a wave of popularity among financial advisers…
Pair of brokers and investment advisory firm among those who allegedly perpetrated 'calculated fraud exploiting terminally ill patients'
Regulatory attention means advisers may want to rethink which companies they work with.
