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
Tax experts just getting their hands around wrinkle in 2012 tax law.
Rich hit by double-whammy of higher taxes, capped exemptions; advisers smacked, too
Bid to lower exemption after January deal unexpected; advisers sitting tight for now.
Insurer failed to disclose to retirement plan clients that it kept investment gains related to late trades.
Reps providing above-average service often settling for below-market rates
But keeping investors out of actively managed funds would help, says BC research center
Low costs, high employer contributions are the biggest factors
Matthew Hutcheson faces 31 counts of theft, wire fraud; lauded the fiduciary standard in congressional testimony in 2010
The Securities and Exchange Commission slapped Illinois with securities fraud charges last week, claiming that the state misled…
Faced with outflows in retirement share class, American Funds launches new lineup of products, adds new options for advisers.
