Avoiding Mistakes Through Financial Literacy Education
To avoid financial errors, you need to understand how an investment product works and be aware of fraud. Also, be sure you know where you can find unbiased educational resources.
Links to sources referenced in columns.
To avoid financial errors, you need to understand how an investment product works and be aware of fraud. Also, be sure you know where you can find unbiased educational resources.
By one report, 56 million private-sector workers do not have access to a retirement plan at work. What are some options when it comes to saving for retirement?
According to the IRS, there are more than 1.3 million people who have not claimed 2022 tax refunds worth an estimated $1.2 billion, and the filing deadline is April 15.
A donor must file a gift tax return if the gift in any particular year is above the annual “exclusion amount,” which is $19,000 for 2026.
The IRS has issued a new W-4 form, which tells your employer how much money to withhold from your paycheck. It also can be a key component in saving more for your 401(k).
The IRS.gov website has a new “Report Fraud” button on its main page that sends you to a list of four categories, including “Tax fraud or scam” and “Fake IRS email or message”