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The SECURE 2.0 legislation passed by the House makes positive strides towards helping a greater number of Americans prepare for retirement. The bill includes numerous provisions aimed at simplifying and further incentivizing retirement savings plans offered by employers. The provision making it easier for plans to offer lifetime income options, such as annuity products, will provide retirement savers and the planning professionals they work with greater flexibility to create plans to meet

President Joe Biden has been working with the Department of Education to determine how student loan debt forgiveness will work. During Biden's campaign in 2020, he expressed support for $10,000 in relief.

Identity Theft has become a national concern over the past decade. To combat the problem of those who e-file fictious tax returns and collect fradulent refunds, the IRS created  the Identity Protection Personal Identifcation Number, (IP PIN). Initially, the only way to obtain an IP PIN was by being a victim of ID theft. The Taxpayer First Act, requires the IRS to allow ant taxpayer to opt in and receive the six digit IP PIN. To request an opt-in IP PIN, a taxpayer must first regis

What would you do if you received a refund from IRS in error? If you are not entitled to the refund you may take the following steps: