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 MAY 12, 2013
Jackson thrived in 1Q

RETIREMENT RETIREMENT PLANNING MAY 12, 2013
Variable annuities adjust

May updates show the industry is still struggling with historic low rates.

RETIREMENT RETIREMENT PLANNING MAY 08, 2013
Death of stretch IRAs would boost life insurance

Tax benefits come to the fore if inherited retirement accounts get the ax

YOUR PRACTICE PRACTICE MANAGEMENT MAY 08, 2013
Devising strategies for the 3.8% Medicare surtax

Tax is on earnings from nonqualified annuities, dividends, rents and taxable interest

RETIREMENT RETIREMENT PLANNING MAY 07, 2013
Forget the nest egg, savers expect to be in hock for $25K at retirement

Most in poll say they'll be carrying substantial debt load from mortgages, cars and credit cards

RETIREMENT RETIREMENT PLANNING MAY 07, 2013
The next big rollover vehicle? Longevity insurance

With sales of deferred-income annuities up, carriers see an opportunity

RETIREMENT RETIREMENT PLANNING MAY 07, 2013
Pru's VA price hike too much for Raymond James

Prudential's decision to raise the price tag on an already pricey VA has some B-Ds thinking twice about pushing the product. Darla Mercado reports.

NEWS REGULATION AND LEGISLATION MAY 06, 2013
Labor seeking ways to illustrate lifetime income streams

Department seeking comments before proposing formal method.

NEWS INDUSTRY NEWS MAY 06, 2013
Structured products gain favor

RETIREMENT RETIREMENT PLANNING MAY 06, 2013
Axa latest insurer to yank generous VA options

Axa is the latest insurer to drop aggressive VA investment options, moving customers into funds that are less volatile. The shift will affect some 500,000 policies.