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If You're a New Retiree Whose Income Has Dropped, You May Need to Appeal Medicare Premium Surcharges
The tax return that’s used to determine whether you pay extra for Medicare premiums may not accurately reflect your income when you retire.
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Who May Still Be Eligible for $1,400 Stimulus Checks With Their 2021 Tax Returns
Most of the third round of stimulus checks has been sent. But if you never received a payment or your circumstances have changed, you may be eligible for money.
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Op-Ed: Here Are Some Savvy Tax-Efficient Investment Strategies
High-net-worth investors have several options when it comes to tax-saving moves. Here’s a look at a few of them.
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FTC Sues TurboTax Owner Intuit for Advertising Tax Software as ‘Free'
The Federal Trade Commission claims Intuit uses “bait and switch” advertising that markets TurboTax as free but charges most users when they file their taxes.
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Almost 645,000 People Still Hadn't Gotten Their Third Stimulus Checks by Last Fall, Treasury Says
People who hadn’t gotten payments include parents with eligible dependents and people who received an unemployment tax break, according to a Treasury report.
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The SEC Climate Rule: 7 Things Investors Need to Know
The Securities and Exchange Commission unveiled a rule around climate disclosures companies make to their investors. It could have far-reaching effects.
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Higher-Education Expert Proposes New Way for Biden to Cancel Student Debt Without Congress
Higher-education expert Mark Kantrowitz argues federal student loans could be forgiven via regulatory changes set by the executive branch.
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Department of Education Says Owners of Troubled Private Colleges Will Be on the Hook for Costs to Taxpayers
The U.S. Department of Education says it will hold the owners of certain colleges that closed or defrauded students accountable for taxpayer losses.
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If You're Rejoining the Workforce After Retiring, Here's How to Handle Your Medicare Coverage
It might make sense to drop your Medicare coverage and pick it up again later, depending on the options at your new job.
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Vanguard Created Big Tax Bills for Target-Date Fund Investors, Lawsuit Claims
The investment manager triggered an exodus of money from target date funds that hurt some investors in taxable accounts, according to a lawsuit filed Monday.
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Bipartisan Group of Lawmakers Pushes IRS for Answers on ‘Numerous Problems' Facing Taxpayers
A group of bipartisan lawmakers is pressing the IRS for answers regarding “numerous” concerns amid a challenging tax season.
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Crypto Poses Serious 401(K) Risks, Biden Administration Warns
The U.S. Department of Labor warned employers that they could breach their legal duties by adding crypto investments to 401(k) plans.
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These Social Security Scams Will Try to Steal Your Savings. Here's What to Watch Out for
Fraudsters prey on fear to get people to cough up money. Here’s what to watch out for and how you can help stop these schemes.
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3 Reasons Why the White House May Extend the Payment Pause for Student Loan Borrowers
Restarting payments for the millions of Americans with student loans after more than two years will be practically, and politically, complicated.
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IRS Unveils Taxpayer Experience Office to Improve Customer Service
The IRS has established a Taxpayer Experience Office as part of a long-term plan to improve customer service. Here’s what to expect.
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Supreme Court Hears Dispute Over Biden's Rejection of Trump-Era ‘Public Charge' Immigration Rule
Ex-President Donald Trump’s DHS reinterpreted when a non-U.S. citizen is likely to become a ‘public charge’ and therefore ineligible for permanent residency.
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Consumers Lost $5.8 Billion to Fraud Last Year — Up 70% Over 2020
Almost 2.8 million consumers filed a fraud report to the Federal Trade Commission in 2021, the highest number on record.
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Some White House Documents Recovered From Mar-A-Lago Were Marked Classified, National Archives Confirms
Classified items were among the 15 boxes of White House records retrieved from former President Donald Trump’s home, Mar-a-Lago, the National Archives said.
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Government Watchdog Looks to Crack Down on Student Loan Servicers That Deceive Borrowers About Public Service Loan Forgiveness
The Consumer Financial Protection Bureau is scrutinizing how student loan servicers are engaging with borrowers about public service loan forgiveness.
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Think Banks, Debt Collectors Need Reform? The Biden Administration Wants to Know
An agency policing consumer abuse and deception from banks, lenders and others wants to know how the public would reform financial rules.