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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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Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark

21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential

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Nine tax-saving apps for advisers

Put down your box of receipts and check out these tools.

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Suit against Social Security may shake up planning for LGBT clients

Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.

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  • Tax
  • February 19, 2015

Advisers wary but cool in light of TurboTax refund debacle

Keep calm, but stay vigilant when filing your taxes.

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HealthCare.gov tax document snafu bungles filing season for advisers, CPAs

As many as 800,000 taxpayers received tax documents with erroneous information.

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Six apps to help you save on taxes

Put down your box of receipts and check out these tools.

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MetLife gets back in the variable-annuity-with-living-benefits game

Guaranteed lifetime withdrawal benefits are back

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The hazards of securities-based lending as a source of retirement income

Hold onto your hats and proceed with caution.

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Declining marriage rates present a planning conundrum for long-term couples

Protection takes precedence for committed couples who won't get hitched.

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Finding his planning niche

Spring is looking busy for Sam Honey as he prepares for the certified financial planner exam and the arrival of his second child.