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Bitcoin’s latest plunge highlights dangers of a crypto paycheck

Bitcoin’s latest plunge highlights dangers of a crypto paycheck

The volatility of cryptocurrencies means your pay could suddenly be worth a lot less.

Young workers are plotting early retirements

Young workers are plotting early retirements

A full 25% of Gen Z respondents say they plan to retire before the age of 55.

Some Social Security checks to decline in 2022 due to IRMAAs

Some Social Security checks to decline in 2022 due to IRMAAs

Medicare high-income surcharges combined with higher Medicare premiums will take a bigger chunk of retirement benefits in the new year

ETFs take center stage in 2021

ETFs take center stage in 2021

ETFs continue to take market share from mutual funds by doing more for less.

ESG market controlled by a few big investors

ESG market controlled by a few big investors

Just a handful of institutional investors control a large part of the market in sustainable investments.

Most Americans prefer making charitable donations over gifts for themselves

Most Americans prefer making charitable donations over gifts for themselves

The Fidelity Charitable poll confirmed an upward trajectory in giving, while Vanguard Charitable updated a web tool that helps investors target donations toward homelessness and hunger.

Ultra-rich skip estate tax, sparking 50% drop in IRS revenue

Ultra-rich skip estate tax, sparking 50% drop in IRS revenue

Just 1,275 wealthy families paid $9.3 billion in estate tax last year, while as recently as 2018, the IRS collected more than $20 billion from nearly 5,500 families

Student loan payments will soon hit borrowers hard

Student loan payments will soon hit borrowers hard

Up to 89% of borrowers may have trouble making payments when they're due again in February.

Medicare premiums, IRMAA surcharges to rise in 2022

Medicare premiums, IRMAA surcharges to rise in 2022

The 15% hike in the Medicare Part B premium is one of the largest annual increases in Medicare’s history, as COVID-related expenses and a new Alzheimer drug drive costs higher

SALT cap is poised to get looser as Democrats debate tax relief

SALT cap is poised to get looser as Democrats debate tax relief

House Democrats have proposed increasing the cap to $80,000 from $10,000 through the end of the decade.

Hedging inflation requires tiptoeing through TIPS

Hedging inflation requires tiptoeing through TIPS

Treasury inflation-protected securities have become the hottest ticket in 2021.

Mutual fund investors brace for hefty capital gains taxes

Mutual fund investors brace for hefty capital gains taxes

More than 110 funds are already showing capital gains distributions of more than 20%.

401(k) contribution limits going up next year

401(k) contribution limits going up next year

The IRS is also increasing the income ranges for eligibility to make deductible contributions to IRAs.

Ultra-wealthy tax tactic: Split masterpiece in two

Ultra-wealthy tax tactic: Split masterpiece in two

Sharing custody of an artwork with a museum lets the owner get an income tax deduction.

Dirty energy rides performance wave as flip side of ESG

Dirty energy rides performance wave as flip side of ESG

A supply-demand imbalance has pushed energy sector stocks up 56% so far this year.