Personal Finance

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Latest Personal Finance News

What Retirement Accounts Can Be Held Jointly?

While bank accounts and many other financial accounts can be jointly owned, retirement accounts like IRAs and 401(k)s are inherently…

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Essential Businesses Bear The Brunt Of ERC Denials, Tax Pros Say.

The Employee Retention Credit (ERC) – sometimes called the Employee Retention Tax Credit or ERTC – is a refundable tax…

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FAFSA For 2025-2026 Set To Open On December 1 After Soft Launch Period

The Department of Education announced that the 2025 - 2026 Free Application For Federal Student Aid (FAFSA) will be available…

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How to do a balance transfer with Chase

Key takeaways If you want to consolidate high-interest credit card debt, transferring a balance to a Chase credit card with…

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How the Federal Reserve impacts personal loans

Bloomberg Creative/Getty Images July Fed meeting On July 31, 2024, the FOMC decided to hold steady on interest rates. The…

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3 Upcoming Student Loan Forgiveness Dates Could Have Big Implications For Borrowers

Student loan forgiveness continues to be a major topic in national discourse as the Biden administration works to implement relief…

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States With Tax Breaks for Renters: Do You Qualify?

“Tax breaks for renters are different from homeowners,” said Aaron Cirksena, CEO and Founder of MDRN Capital. “To qualify, renters need…

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Can Employers Recover Their Attorneys’ Fees In ERC Refund Litigation?

In a recent news release, the IRS announced that it intends to deny “tens of thousands” of ERC refund claims…

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Taming The AI Wild West In The Corporate Legal, Tax And Risk Departments

After 18 months of non-stop hype and rapid-fire launches of new, easily accessible consumer-facing tools, it may seem like everyone…

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The FATCA Wars: Jenny’s Day In Court

In the latest In the Pages video, Filippo Noseda, legal counsel for U.K. citizen Jenny Webster, and Robert Goulder discuss…

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