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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RIA NEWS MAR 03, 2015
Lengthy and painful tax season awaits Americans living abroad

Advisers need to be aware of the tax laws in foreign jurisdictions, as well.

RETIREMENT PLANNING FEB 27, 2015
Rents are rising, but are the tax headaches worth it?

A primer on the costs of becoming a landlord.

RETIREMENT PLANNING FEB 27, 2015
Income from rental properties requires careful tax planning

Second homes can provide good income, but are clients ready for the tax filing and landlord burden?

Meet the 529 ABLE account: A new way to save for disabled beneficiaries
RETIREMENT PLANNING FEB 26, 2015
Meet the 529 ABLE account: A new way to save for disabled beneficiaries

Clients with disabled children get a new vehicle

RETIREMENT PLANNING FEB 24, 2015
New areas for 401(k) lawsuits emerge

A new array of developing legal risks awaits unwary retirement plans and their advisers.

Who needs a cash balance plan? Not just New Jersey
RETIREMENT PLANNING FEB 24, 2015
Who needs a cash balance plan? Not just New Jersey

A tussle over public pensions has thrust these defined-benefit plans into the spotlight.

Lockheed Martin to pay $62 million settlement in 401(k) fee suit
RETIREMENT PLANNING FEB 24, 2015
Lockheed Martin to pay $62 million settlement in 401(k) fee suit

Plaintiffs claimed defense contractor breached fiduciary duty, mismanaged funds.

INDEPENDENT BROKER DEALERS FEB 23, 2015
Raft of new annuity products has broker-dealers scrambling to train reps

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.

Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark
RETIREMENT PLANNING FEB 22, 2015
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark

21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential

Nine tax-saving apps for advisers
PRACTICE MANAGEMENT FEB 20, 2015
Nine tax-saving apps for advisers

Put down your box of receipts and check out these tools.