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
Advisers need to bear in mind that this cousin of traditional universal life insurance requires unique precautions.
The L.A. Clippers owner's fight with pro basketball highlights important tax and estate strategies that may surprise you.
Most know it's a key part of retirement planning but lack in-depth knowledge when the need for care arises.
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
Broker and wirehouse embroiled in a three-year dispute over a promissory note.
Firm joins slate of other managers adjusting retail and institutional money market funds to meet the new regulations borne out of financial crisis.
Prospective donors will want to be ready to give both their money and their time.
Year-end donations can help mitigate next year's tax bite.
The relationship could work well for non-fiduciary reps who service retirement plans, but that would change if the Department of Labor's fiduciary rule proposal passes in its current form.
Advisers can provide basic education on distribution options, even if the Labor Department's proposed fiduciary rules are still murky.
