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 NOV 20, 2013
How to win the charitable deduction game

A new tax environment means that not all charitable giving vehicles are equal. Find out how you can best reduce your gross income.

RETIREMENT RETIREMENT PLANNING NOV 20, 2013
Missouri recognizes same-sex marriage exclusively for tax purposes

Don't celebrate just yet: financial planning pitfalls still abound

INVESTING MUTUAL FUNDS NOV 19, 2013
To manage steep gains, advisers need to open the tax toolbox

This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 15, 2013
Tax tips that can lighten a client's 2014 bill

RETIREMENT RETIREMENT PLANNING NOV 15, 2013
Stability rules as managed-volatility funds gain record assets

Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Jackson breathes life into some of its VAs

Advisers can choose joint life options for Jackson's LifeGuard Freedom Flex line.

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Sizzling first quarter for VA sales at Jackson National

Tax-advantaged investing gaining traction among advisers, helps push product.

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
It must be May in VA-land: Payout cuts, price hikes, new products

Markets on the upswing, low rates and risk management front and center for insurers.

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Lincoln National joins variable annuity tweakers

After strong first quarter, insurer trims income benefit payouts, seeks to 'tamp down' sales.

RETIREMENT RETIREMENT PLANNING NOV 13, 2013
Life insurers strike back at regulator's claim on cash reserves

ACLI chief calls N.Y. superintendent's comments 'inaccurate' and 'irresponsible.'