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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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Natalie Choate: The best and worst tax strategies

Creativity counts when figuring out how to mitigate the hit on retirement income, tax expert says

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Crowd funding presents a new area of tax planning expertise

Fund recipients, entrepreneurs could use a bit of guidance

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All-bond VA from Pru gets tepid reception

Prudential Financial Inc.’s latest variable annuity release goes into all-bond territory, a development that is getting a lukewarm…

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Online tools simplify planning

Baby boomers reaching the retirement finish line often have an armful of investments, retirement plan assets and other…

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Bibliowicz to step down as CEO of National Financial Partners

The CEO of massive insurance broker and wealth management outfit NFP will be stepping down in May, according to a filing with the SEC.

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  • May 21, 2013

First the fire, now the recovery: Colorado advisers help clients get back on their feet

After the fire, advisers in Colorado look to help clients get on with their lives

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  • Tax
  • May 19, 2013

IRS scandal throws wrench into tax reform

Controversy seen slowing efforts to revise the code

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Protective protects itself

Up-and-coming variable annuity player Protective Life Insurance Co. is taking steps to stem the flow of contract premiums.

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<font color=red>Retirement Income Summit 2013</font> Natalie Choate: The best and worst tax strategies

Tax expert says creativity counts when figuring out how to mitigate the tax hit on retirement income.

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Advisers stung by ‘Frontline’ attack

Advisers' reaction to the PBS documentary slamming advisers was ... well ... hardly surprising.