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
This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.
A high tax bill next April is a certainty for many high-net-worth clients, but tax gurus say there…
Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.
Advisers can choose joint life options for Jackson's LifeGuard Freedom Flex line.
Tax-advantaged investing gaining traction among advisers, helps push product.
Markets on the upswing, low rates and risk management front and center for insurers.
After strong first quarter, insurer trims income benefit payouts, seeks to 'tamp down' sales.
ACLI chief calls N.Y. superintendent's comments 'inaccurate' and 'irresponsible.'
Says change for consistency, not effort to distance company from Armstrong.
