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 FEB 19, 2015
Suit against Social Security may shake up planning for LGBT clients

Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.

Advisers wary but cool in light of TurboTax refund debacle
RETIREMENT TAX FEB 19, 2015
Advisers wary but cool in light of TurboTax refund debacle

Keep calm, but stay vigilant when filing your taxes.

HealthCare.gov tax document snafu bungles filing season for advisers, CPAs
RETIREMENT RETIREMENT PLANNING FEB 18, 2015
HealthCare.gov tax document snafu bungles filing season for advisers, CPAs

As many as 800,000 taxpayers received tax documents with erroneous information.

Six apps to help you save on taxes
RETIREMENT RETIREMENT PLANNING FEB 17, 2015
Six apps to help you save on taxes

Put down your box of receipts and check out these tools.

RETIREMENT RETIREMENT PLANNING FEB 13, 2015
MetLife gets back in the variable-annuity-with-living-benefits game

Guaranteed lifetime withdrawal benefits are back

The hazards of securities-based lending as a source of retirement income
RETIREMENT RETIREMENT PLANNING FEB 12, 2015
The hazards of securities-based lending as a source of retirement income

Hold onto your hats and proceed with caution.

Declining marriage rates present a planning conundrum for long-term couples
RETIREMENT RETIREMENT PLANNING FEB 11, 2015
Declining marriage rates present a planning conundrum for long-term couples

Protection takes precedence for committed couples who won't get hitched.

NEWS INDUSTRY NEWS FEB 09, 2015
Finding his planning niche

Spring is looking busy for Sam Honey as he prepares for the certified financial planner exam and the arrival of his second child.

Don't let beneficiary designations come back to haunt divorcing clients
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 04, 2015
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.

Tax traps to avoid in 2015
RETIREMENT TAX FEB 03, 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.