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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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Murdoch split points up need for strong prenups

Rupert Murdoch, now in the midst of divorce No. 3, probably has an ironclad prenuptial agreement in place,…

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  • June 15, 2013

Retirees losing health care benefits as employers shed obligations

Retirees may think they're on easy street if they're receiving health care benefits. They're not. Increasingly, companies…

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Journey back from divorce can be taxing

The journey back from divorce can be taxing, reports Darla Mercado. Indeed, the hit from the IRS can make a painful situation worse.

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  • June 12, 2013

15 transformational advisers: Jonathan Guyton

The Cornerstone Wealth principal popularized the idea of dynamic income withdrawals in retirement

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Regulators warn about selling — or buying — pensions

SEC and Finra urge caution when buying or selling pensions, citing fears of extensive and unexpected costs.

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Under new structure, fewer MetLife advisers pushed to produce more

Restructuring puts two MetLife B-Ds under one roof, ups pressure to sell proprietary products.

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Brokers up in arms over The Hartford’s VA plan

The Hartford is reining in investment options for some variable annuities, leaving advisers scrambling to find their clients who have them. That's raising worries about the amount of work — and potential liability — they may face.

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Hartford’s VA buyback an offer many clients can’t refuse

Early reports suggest that The Hartford's buyback terms for some of its legacy VAs are extremely generous. How generous? Some clients can cash out early at full value.

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  • June 6, 2013

15 transformational advisers: William P. Bengen

It has been almost 20 years since William P. Bengen released his groundbreaking research demonstrating that 4% is…