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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Now, it's Treasury that's pulling cash from its retirement plan to pay bills
RETIREMENT RETIREMENT PLANNING JAN 13, 2013
Now, it's Treasury that's pulling cash from its retirement plan to pay bills

Move to suspend investments will give the government about $156B in breathing room.

RETIREMENT RETIREMENT PLANNING JAN 06, 2013
Roth 401(k) switch is a good deal for younger taxpayers sitting on cash

RETIREMENT RETIREMENT PLANNING JAN 04, 2013
IRS hikes tax break for LTCI premiums

Small-business owners stand to benefit from deductions

RETIREMENT RETIREMENT PLANNING DEC 27, 2012
Post-cliff, life insurance a tougher sell

Raising of estate tax exemption to $5M lessens need for policies that shield assets.

Latest round in Aviva-bashing case goes to agent
RETIREMENT LIFE INSURANCE AND ANNUITIES DEC 27, 2012
Latest round in Aviva-bashing case goes to agent

Federal court rules in favor of agent who maintained sites critical of insurer, but who will get paid?

RETIREMENT RETIREMENT PLANNING DEC 26, 2012
Ameriprise 401(k) lawsuit set for January court date

Ameriprise workers filed suit in 2011, claiming firm profited from costly plan options

NEWS RIAS DEC 19, 2012
Advisers: Deduction reductions coming

Vast majority believe fiscal cliff solution will include hike in taxes; not fans of the plans, however

Clients ask advisers about annuities more than any other product: Survey
NEWS RIAS DEC 19, 2012
Clients ask advisers about annuities more than any other product: Survey

Demand continues to surge despite pullback by insurance companies of product benefits.

Who's afraid of the fiscal cliff? Advisers
NEWS RIAS DEC 18, 2012
Who's afraid of the fiscal cliff? Advisers

Congressional gridlock will likely continue, but compromise on fiscal cliff may be ahead.

RETIREMENT RETIREMENT PLANNING DEC 17, 2012
P-E-owned fixed-annuity player makes inroads