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 leaving estate outright to his partner, star stuck her with a multimillion-dollar tax bill
For the rich and famous, careful planning needed to keep the value of image out of Tax Man's clutches
Employee benefits and tax, retirement and estate planning must be discussed under Finra rule, compliance expert says.
Dealing with fractional shares proved to be tricky, but firm thinks it has the problem solved.
Wealthy feel like giving but not all charitable vehicles created equal.
Major changes that kicked in this year, thanks to the American Taxpayer Relief Act of 2012, likely will result in increased interest in charitable giving by clients interested in softening the bite of even higher brackets on income and capital gains taxes. As a refresher, the highest income tax rate rose in 2013 to 39.6%, while the highest capital gains rate is now 20%. To make things even more interesting, ATRA has also established a net investment income tax of 3.8%.
They're a great way to save on federal taxes, but state treatments differ widely.
Advisers in storm-ravaged Oklahoma struggle to find clients and neighbors amid the devastation left by Monday's massive tornado.
Changing of the guard comes as Sarah Libbey moves to managing director role at Fidelity Investments.
