Subscribe

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

Topic

Don’t let beneficiary designations come back to haunt divorcing clients

Some states will bar the payment of life insurance proceeds when a couple is splitting.

Topic
  • Tax
  • February 3, 2015

Tax traps to avoid in 2015

Plenty of paperwork and pain await taxpayers and accountants this year. Here are the biggest pitfalls to watch out for.

Topic

How to get workers to chip in more money toward HSAs

Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.

Topic

How to get workers to chip in more money toward HSAs

Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.

Topic

Retirement readiness: 15% salary deferrals are the new 10% for 401(k)s

Investors, particularly those in their 30s, should aim for this target rate in order to retire comfortably.

Topic

Mike Tyson sues financial advisory firm and ex-adviser

The ex-champ has filed suit against his ex-financial adviser, claiming he embezzled $300K and cost the boxer millions in lost income. Oh yes — Iron Mike's also suing Live Nation.

Topic

Lessons from the $1B divorce case: How to split business assets

What do a spouse's efforts mean for the valuation of a business and its division in two?

Topic
  • January 29, 2015

Baltimore: A city being remade

A classic blue-collar town shifts to finance and university partnerships.

Topic

How non-grantor trusts can help clients save big on state income taxes

Here's how to prevent state-level taxes from taking a large bite out of clients' holdings.

Topic

2014 stock market rally pays off for charitable giving

The markets giveth, and keep on giving