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Darla Mercado

Reporter: Insurance / Retirement Products

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.

Recent Articles

Don't let beneficiary designations come back to haunt divorcing clients

Jan 27, 2015

Some states will bar the payment of life insurance proceeds when a couple is splitting

2014 stock market rally pays off for charitable giving

Jan 26, 2015

The markets giveth, and keep on giving

Secrets for successful withdrawal strategies in retirement

Jan 22, 2015

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

Blood and money: How familial strife can unravel estate plans

Jan 20, 2015

Advisers can prevent undue influence by watching for radical behavior of family members and signs of dementia in clients

How non-grantor trusts can help clients save big on state income taxes

Jan 20, 2015

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

Tax traps to avoid in 2015

Jan 20, 2015

Plenty of paperwork and pain await taxpayers and accountants this year. Here are the biggest pitfalls to watch out for.

Shocking NYC murder highlights need for estate planning contingencies

Jan 16, 2015

Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit

Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Jan 14, 2015

Individuals with firearms collections will likely need an additional layer of planning

Lessons from the $1B divorce case: How to split business assets

Jan 13, 2015

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

More by Darla Mercado »