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
President Barack Obama’s proposed tax plan has ignited a new conversation among tax experts on which possible strategies…
Trillion-dollar asset transfer opportunities await RIAs
Market conditions in early retirement can help predict whether your assets will actually last 30 years.
Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.
Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.
Gov. Pat Quinn has signed Auto IRA bill in Prairie State. Will advisers object?
Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.
Individuals with firearms collections will likely need an additional layer of planning.
Additional estate planning can help keep your weapons in good hands.
Individuals with firearms collections will likely need an additional layer of planning.
