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
Spark Institute proposes uniform rule based on where couples were married
Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act
Employees alleged the paper distributor breached its fiduciary duty.
The Southwest Airlines pilots, who subscribe to an investment newsletter, are hurting certain funds by trading en masse, Vanguard says
The physician and financial planner on what advisers need to know about new health insurance choices
Open-enrollment for new state and federal insurance has begun, but many sites have long-loading times
New paper suggests flexibility around withdrawal rates, asset allocations is the best approach
News out of Detroit and Illinois means retirees should count on lower income stream
For advisers working with clients in Detroit and Ilinois, preparing for a sharp cut in pension benefits — and a smaller income stream — is a centerpiece of retirement planning.
Chances of avoiding that tax may come down to whether a business owner has active or passive participation.
