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News•Feb 27, 2026
Nearly 1 in 5 Eligible Filers Miss This 'Valuable' Tax Credit, IRS Says — How It Can Boost Refunds
The IRS reports that roughly 20% of eligible taxpayers fail to claim the Earned Income Tax Credit (EITC), a refundable credit that averaged $2,916 per filer in 2024. For the 2025 tax year, the maximum credit rises to $8,046 for families with three or more qualifying children, with AGI limits scaling up to $68,675 for married couples filing jointly. Because the EITC is fully refundable, it can boost refunds even for those with zero tax liability, though the agency holds such refunds until February 15. Legislative attempts to tighten EITC verification stalled, leaving the credit’s accessibility unchanged.
By CNBC – Personal Finance
News•Feb 25, 2026
Trump Pitches New Retirement Plan with a Federal Match of up to $1,000 per Year — Who Could Benefit
President Trump announced a new federal retirement account modeled on the Thrift Savings Plan, promising a government match of up to $1,000 per year for workers without employer‑sponsored 401(k)s. The initiative would potentially cover the 56 million Americans currently lacking such...
By CNBC – Personal Finance
News•Feb 20, 2026
Treasury: Trump Accounts Sign up About 3 Million Kids in Early Push
The U.S. Treasury announced that a publicity blitz, highlighted by a Super Bowl ad, has generated roughly 2 million IRS Form 4547 filings, translating to about 3 million children enrolled in the new Trump accounts. Eligible children born between 2025 and 2028 will...
By CNBC – Personal Finance
News•Feb 13, 2026
Early Estimates Point to Lower Social Security Cost-of-Living Adjustment for 2027
Social Security delivered a 2.8% cost‑of‑living adjustment (COLA) for 2026, boosting benefits by roughly $56 per month. Early government inflation data suggest the 2027 COLA could be markedly lower, with estimates ranging from 1.2% to 3.1%. Analysts warn that a...
By CNBC – Personal Finance
News•Feb 12, 2026
Medical Emergencies Can Lead to Debt and Bankruptcy — Even for Insured Americans
A new Health Affairs study of nearly 13,000 trauma patients shows that even insured Americans face sharp rises in medical debt and bankruptcy after serious injuries. Within 18 months, the share of patients with debt in collections grew 5.2 percentage...
By CNBC – Personal Finance
News•Feb 12, 2026
Student Loan Complaints Hit Record High, CFPB Finds — but the Watchdog Agency Omits Details
Federal student‑loan borrowers filed a record 18,400 complaints to the CFPB for the year ending June 2025, a 36% increase over the prior year. The agency’s 21‑page report, released in January, omitted the detailed breakdown of complaint types, servicers involved, and...
By CNBC – Personal Finance
News•Feb 9, 2026
Following Super Bowl Ad, Trump Accounts Launch a New Sign-Up Option
The Treasury announced a new enrollment pathway for Trump accounts following a Super Bowl 60 commercial. Parents can now submit IRS Form 4547 online via TrumpAccounts.gov or attach it to their 2025 tax return to claim a $1,000 seed deposit for...
By CNBC – Personal Finance