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
Higher taxes may drive interest in variable and indexed annuities; potential of rising rates could inspire new products.
Retirement plan consultants are seeing heightened interest from their large-plan clients for alternative investments, looking at the asset…
For rich and famous clients (like the late Michael Jackson), careful planning is needed to keep the Tax Man from plundering the estate.
Gap between what they have and what they need closing in on $450,000.
The benefits of charitable trusts vary — particularly when it comes to interest rate environments
Financial adviser allegedly spent more than $10K on someone else's credit card
Plan would supplement pensions and 401(k)s, and would aim to provide lifetime income
Earnings above a certain threshold, charitable donations or business deductions may all be red flags
A bitter court battle between Michael Jackson's estate and the IRS spotlights a major problem for clients who are rich and famous: placing a value on intangible assets.
Through the new innovation, participants can expect to see fund expenses at about 10 basis points or less
