Subscribe

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

Topic

Advisers back delay in health care law

Extra time needed to iron out complexities, prepare for coverage mandate.

Topic

Plan sponsors consider small-biz impact

Advisers working with small businesses are girding their clients for an avalanche of new requirements following the Supreme…

Topic

Higher taxes, yes, but more donating too

Year-end tax deal leads wealthy to seek shelter through charitable giving.

Topic

Letters to 401(k) sponsors cause adviser headaches

Financial advisers are rushing to do damage control with plan sponsor clients who received letters from a professor…

Topic

New York Life cuts initial deposit for annuity to attract youth

Critics say younger workers, with time on their side, don't need annuities.

Topic

Life insurance would get a boost from Obama IRA cap plan

Life-insurance-based retirement strategies will look even more appealing if President Barack Obama’s pitch to cap IRAs at $3.4…

Topic

Reps responsible for variable annuity guidance: Regulators

Regulators are stressing that reps are on the hook and suitability rules apply when discussing variable annuities. Darla Mercado explains.

Topic

The Hartford’s rich VA buyout a lone rider

The Hartford's generous VA buyout deal is creating a buzz in the industry. Just don't expect other carriers to follow suit.

Topic

Murdoch aside, advisers say most wealthy whiff on prenups

Splitting or combining assets is the key decision but it can get complicated.