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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How to get workers to chip in more money toward HSAs
YOUR PRACTICE PRACTICE MANAGEMENT FEB 02, 2015
How to get workers to chip in more money toward HSAs

Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.

How to get workers to chip in more money toward HSAs
RETIREMENT RETIREMENT PLANNING FEB 02, 2015
How to get workers to chip in more money toward HSAs

Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.

RETIREMENT RETIREMENT PLANNING FEB 01, 2015
Retirement readiness: 15% salary deferrals are the new 10% for 401(k)s

Investors, particularly those in their 30s, should aim for this target rate in order to retire comfortably.

NEWS RIAS JAN 31, 2015
Mike Tyson sues financial advisory firm and ex-adviser

The ex-champ has filed suit against his ex-financial adviser, claiming he embezzled $300K and cost the boxer millions in lost income. Oh yes — Iron Mike's also suing Live Nation.

Lessons from the $1B divorce case: How to split business assets
NEWS REGULATION AND LEGISLATION JAN 30, 2015
Lessons from the $1B divorce case: How to split business assets

What do a spouse's efforts mean for the valuation of a business and its division in two?

How non-grantor trusts can help clients save big on state income taxes
RETIREMENT RETIREMENT PLANNING JAN 28, 2015
How non-grantor trusts can help clients save big on state income taxes

Here's how to prevent state-level taxes from taking a large bite out of clients' holdings.

2014 stock market rally pays off for charitable giving
RETIREMENT RETIREMENT PLANNING JAN 26, 2015
2014 stock market rally pays off for charitable giving

The markets giveth, and keep on giving

Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 21, 2015
Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul

TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.
RETIREMENT RETIREMENT PLANNING JAN 20, 2015
TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.

Trillion-dollar asset transfer opportunities await RIAs

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

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