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

Darla Mercado
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RETIREMENT RETIREMENT PLANNING JAN 20, 2015
Secrets for successful withdrawal strategies in retirement

Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.

Shocking NYC murder highlights need for estate planning contingencies
RETIREMENT RETIREMENT PLANNING JAN 20, 2015
Shocking NYC murder highlights need for estate planning contingencies

Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.

Auto IRAs in Illinois: Can small-plan private sector 401(k)s coexist?
RETIREMENT RETIREMENT PLANNING JAN 20, 2015
Auto IRAs in Illinois: Can small-plan private sector 401(k)s coexist?

Gov. Pat Quinn has signed Auto IRA bill in Prairie State. Will advisers object?

Treasury, Health and Human Services move to ease tax filing burden from Obamacare
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 19, 2015
Treasury, Health and Human Services move to ease tax filing burden from Obamacare

Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.

Bull's-eye: How gun trusts can hit the mark with clients' estate planning
RETIREMENT RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

For the growing number of gun collectors, a trust might hit the bulls-eye
RETIREMENT RETIREMENT PLANNING JAN 16, 2015
For the growing number of gun collectors, a trust might hit the bulls-eye

Additional estate planning can help keep your weapons in good hands.

Bull's-eye: How gun trusts can hit the mark with clients' estate planning
RETIREMENT RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

Chris Rock's divorce offers lessons in divorce planning
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JAN 14, 2015
Chris Rock's divorce offers lessons in divorce planning

Prenups require periodic review, as do sunset provisions that can protect monied spouses.

The new variable and indexed annuity leaders
NEWS BROKER DEALERS JAN 13, 2015
The new variable and indexed annuity leaders

Indexed annuities continue to be popular, and Jackson National continues to dominate VA sales.

Your next client? Meet the six-figure skilled laborer
RETIREMENT RETIREMENT PLANNING JAN 11, 2015
Your next client? Meet the six-figure skilled laborer

Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks.