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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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Forget the nest egg, savers expect to be in hock for $25K at retirement

Most in poll say they'll be carrying substantial debt load from mortgages, cars and credit cards

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The next big rollover vehicle? Longevity insurance

With sales of deferred-income annuities up, carriers see an opportunity

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Pru’s VA price hike too much for Raymond James

Prudential's decision to raise the price tag on an already pricey VA has some B-Ds thinking twice about pushing the product. Darla Mercado reports.

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Labor seeking ways to illustrate lifetime income streams

Department seeking comments before proposing formal method.

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Structured products gain favor

More insurers are turning to structured products to protect themselves from market risk while staying in the annuity…

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Axa latest insurer to yank generous VA options

Axa is the latest insurer to drop aggressive VA investment options, moving customers into funds that are less volatile. The shift will affect some 500,000 policies.

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DIY movement expanding to Social Security planning

Advisers rank low on list of resources pre-retirees turn to for help.

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  • May 5, 2013

Careers beyond the adviser role

Openings also exist for support staff and back-office workers, but prospects need to be able to do the math

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Float suit vs. Fidelity

The next wave of litigation against 401(k) providers has arrived, with Fidelity Investments facing yet another lawsuit tied…

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UBS elevates Mathews to oversee ultra high-net-worth business

Former regional director replaces Chandler, who will run wealth management.