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Darla Mercado

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

Displaying 965 results

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VA customers irate about rule changes

Advisers, regulators crying foul as insurers seek alterations.

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Axa offers another VA buyback opportunity

In this seemingly endless season of variable annuity take-backs and retrenchments, yet another insurer is looking to rein…

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More moms in charge of the wallet pose opportunities, challenges for advisers

Pew finds 40% of households with kids under 18 have mothers as either sole or primary breadwinner.

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Same-sex couples to get estate taxes back

In New York, Gov. Cuomo announces opportunity to file for refunds.

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Invest in Others awards four advisers grants to bolster their causes

Charities focus on child protection, nutrition, education and genetic disorder NF.

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FPA reorganizes pro bono efforts

The Financial Planning Association today announced has enlisted the help of the Foundation for Financial Planning to coordinate its members pro bono efforts.

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Helck: Fiduciary standard can work with high-commission products

RJ exec says putting clients' interests first crucial when dealing with complex offerings

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  • July 28, 2013

Estate taxes to be returned to gay couples

Same-sex couples in New York who paid estate taxes can expect to get their money back. The…

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Charity rose in first half

Charitable giving rose during the first half of the year as financial advisers made tax planning a greater…

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Another VA buyback offer coming your way

Axa latest to ask contract holders to terminate existing riders; request is voluntary, however