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  • Ann Carrns

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You Can Use Your Tax Refund to Buy I Bonds, but Should You?

The answer depends on whether you’re looking to get high interest rates now or a safe investment with inflation protection over many years.

A New Option for Moving Retirement Savings When Switching Jobs

Three big 401(k) administrators are making it easier for workers with accounts of less than $5,000 to transfer the money to their new employers’ plans.

Is It Time for a High-Yield Savings Account? What to Know About Rates.

Some online banks offer yields of 3.3 percent or more, but savers may be reluctant to open one because they think it will be a...

Easy to Use, Mobile Payment Apps Are Also Easy to Misuse

While they have taken steps to help prevent mishaps, a new report finds they offer few protections if, for instance, users accidentally send money to...

Savings Accounts for Disabled People Are Opened to More of Them

Only those who became disabled by age 26 have been eligible for ABLE accounts. But Congress raised the age to 46, so more military veterans...

Your Tax Refunds May Be Smaller This Year

Credits that were expanded as part of pandemic relief have expired, as has the deduction for donations for people who don’t itemize.

For Freelancers, New Federal Help in Saving for Retirement

The Secure 2.0 Act provides for direct government contributions to retirement accounts for low- and moderate-income workers, though that won’t start until 2027.

The Downsides of Using ‘Buy Now, Pay Later’

Shoppers can quickly get approved for the services, but regulators are concerned that the loans lack important protections.

Hardship 401(k) Withdrawals, Explained

Most employers allow you to take funds out of your retirement account, but the withdrawals come with significant downsides. Our columnist discusses other options.

A Guide to Signing Up for Health Coverage

With the deadline near for marketplace medical insurance, a video offers some down-to-earth advice for navigating numerous options and obscure terms.