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
Run-up of DIAs in recent years points to a new retirement income stream for clients. (Plus: Our full special report on annuity strategies)
People with disabled children get a new vehicle for savings that can be used to supplement public help.
Advisers need to be aware of the tax laws in foreign jurisdictions, as well.
A primer on the costs of becoming a landlord.
Second homes can provide good income, but are clients ready for the tax filing and landlord burden?
Clients with disabled children get a new vehicle
A new array of developing legal risks awaits unwary retirement plans and their advisers.
A tussle over public pensions has thrust these defined-benefit plans into the spotlight.
Plaintiffs claimed defense contractor breached fiduciary duty, mismanaged funds.
As new annuities gain in popularity, broker-dealers are getting reps up to speed on using them as part of a comprehensive retirement income plan.
