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
2.8% the magic number, new study finds
Reassessing retirement and other client puzzles
Policies with built-up cash value are popular vehicles for covering expenses in retirement
A new law will figure into income tax, estate and trust planning
Experts are just getting their arms around a little-publicized wrinkle in the 2012 law.
May updates show the industry is still struggling with historic low rates.
The Labor Department is taking another run at depicting how lifetime-income streams might look to participants in defined-contribution…
Jackson National Life Insurance Co. enjoyed a bump in deposits and sales during the first quarter, thanks to…
Tax benefits come to the fore if inherited retirement accounts get the ax
Tax is on earnings from nonqualified annuities, dividends, rents and taxable interest
