Tax strategies

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

Some senior clients might consider buying a quality supplemental insurance plan, according to a Morningstar expert.

The lack of guidance from the IRS makes it a daunting task.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

Recent tax law changes make gifting from an IRA an even better bet.

Many older Americans are now facing hefty life insurance premiums due to dwindling interest rates. Many seniors are sitting on a "ticking time bomb."

As college debt rises, borrowers want different perks from their employers.

But the benefits are not evenly distributed among taxpayers.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.