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
What you need to know before you're socked with taxes on distributions from your mutual funds
The group of employees who have charged Fidelity with forcing them into costly proprietary funds in their profit-sharing plan just got a little bigger. That's a big deal.
Took nearly $500K from elderly women
Life insurance was a primary source of estate planning and wealth enhancement for gay couples, but new rulings could force advisers to reevaluate
Advisers should revisit estate-planning techniques now that the Treasury Department and the IRS recognize same-sex marriages for federal tax purposes. How will this impact your clients?
Lawsky says companies operating in the state can't use modified model to calculate cushion.
There's still time to strategize to minimize impact; trusts likely to feel the brunt
Conflicts of interest 'pretty obvious,' lawyer says but firm says suit lacks merit.
Clients in self-directed IRAs turned over control; 20% returns pitched.
