The Labor Department’s Lost and Found database searches private-sector 401(k)s and pensions by Social Security number, but a match does not confirm any money is owed
Workers who left a private-sector job with a 401(k) or pension behind can search for it through the Labor Department’s Retirement Savings Lost and Found database, a federal tool created by the SECURE 2.0 Act of 2022. The search shows which plans have a record under the searcher’s Social Security number and who to call […]
Read MoreThe Labor Department’s Lost and Found database searches private-sector 401(k)s and pensions by Social Security number, but a match does not confirm any money is owed
Workers who left a private-sector job with a 401(k) or pension behind can search for it through the Labor Department’s Retirement Savings Lost and Found database, a federal tool created by the SECURE 2.0 Act of 2022. The search shows which plans have a record under the searcher’s Social Security number and who to call […]
Read MorePersonal Finance
Smart Spending
Illinois Treasurer Michael Frerichs returned a record $307.8 million in unclaimed property to more than 567,000 residents, businesses and organizations in fiscal 2026
Illinois State Treasurer Michael Frerichs says his office returned a record $307.8 million in unclaimed property in fiscal year 2026,…
Personal Finance
Smart Spending
Illinois Treasurer Michael Frerichs returned a record $307.8 million in unclaimed property to more than 567,000 residents, businesses and organizations in fiscal 2026
Illinois State Treasurer Michael Frerichs says his office returned a record $307.8 million in unclaimed property in fiscal year 2026,…
Markets & Investing
Banking & Credit Cards
Bank Accounts & Fees
Bank customers who want to stop a recurring automatic payment must tell their bank at least three business days before it is scheduled, federal rules say
Bank customers who want to stop a recurring automatic payment from their account must notify their bank at least three business days before the transfer...
Fraud & Scams
A man accused of taking part in a fake-psychic mail scheme that allegedly took more than $4 million from thousands of people, many of them elderly, was extradited from Germany to Miami, DOJ says
Mael Chemla, a 61-year-old U.S., French and Israeli national who previously lived in Aventura, Florida, was extradited from Germany to face federal charges over a...
Fraud & Scams
Two Ghana-based romance scam chairmen pleaded guilty in New York federal court and agreed to restitution of $12.5 million and $28.6 million
Isaac Oduro Boateng and Inusah Ahmed, two Ghana-based men the Justice Department calls “chairmen” of a romance-scam organization, pleaded guilty to conspiracy to commit wire...
Credit Cards & Rewards
Citi/AAdvantage Platinum Select cardholders will pay $150 a year instead of $99 starting Jan. 24, 2027, with a Global Entry or TSA PreCheck credit of up to $120 added
Citi and American Airlines will raise the annual fee on the Citi/AAdvantage Platinum Select World Elite Mastercard from $99 to $150 starting Jan. 24, 2027,...
Fraud & Scams
Treasury Secretary Bessent said Oct. 30 that Treasury stopped nearly $190 million tied to overseas fraud and returned more than $100 million to U.S. victims
Treasury Secretary Scott Bessent said in St. Cloud, Minnesota, on Oct. 30 that Treasury has stopped nearly $190 million in funds tied to overseas fraud...
Bank Accounts & Fees
Customers of Louisiana’s MCBANK must schedule bill payments by 2 a.m. on November 9, and the old debit cards stop working on November 16 when the new system goes live
Customers of MCBANK, the Louisiana bank formally named M C Bank and Trust Company, have until 2 a.m. on Monday, November 9 to schedule payments...
Real Estate
Market Trends
Pasco County, Fla. homeowners 65 and older with household income up to the state limit, $38,686 for 2026, can add a $50,000 homestead exemption by filing by March 1
Pasco County homeowners who are 65 or older can take an extra $50,000 off the taxable value of their homestead…
Retirement & Taxes
The Labor Department’s Lost and Found database searches private-sector 401(k)s and pensions by Social Security number, but a match does not confirm any money is owed
Working retirees under full retirement age can earn $25,560 in 2027 before Social Security withholds $1 for every $2 above it, up from $24,480
The IRS raised 2027 health savings account limits to $4,500 for self-only coverage and $9,000 for family plans, with a $1,000 catch-up for people 55 or older
Taxpayer Advocate Service says automatic penalty relief would have reached more than 1.5 million taxpayers in fiscal 2025, versus nearly 220,000 who got First Time Abate by asking
Medicare counts a drug plan member’s own spending and Extra Help payments toward the 2027 out-of-pocket cap of $2,400, and state pharmacy assistance may count too
Treasury and the IRS estimate about 3.7 million returns in 2028 will include repayment of excess marketplace subsidies under proposed rules open for comment until Nov. 30
People who have never filed a federal tax return cannot use IRS Direct Pay, which verifies identity against a return from five to six years back
Treasury’s watchdog says the IRS’s screening flagged 14.7 million potential nonfilers for tax year 2022, up 5.9 million from 2015, and a refund on an unfiled return is lost after three years
The IRS charges estates $76 instead of $56 for an estate tax closing letter on requests it receives after October 26, 2026
WakeMed’s Raleigh hospitals rejoined UnitedHealthcare employer plans October 15, but stay out of network for UnitedHealthcare Medicare Advantage members
The IRS says married couples who are both 65 or older by December 31 can take up to $12,000 in senior deductions on a joint 2026 return
The White House says South Carolina taxpayers averaged $3,476 refunds, and about a million seniors there gain from Trump’s senior deduction
SSI recipients get January’s higher payment on December 31, leaving no regular SSI deposit in January
Social Security now charges $75 to copy an electronic folder, $151 for a paper folder and $22 for a Numident record on requests from October 1
The IRS gives nine Nebraska counties until February 1 to file, and moves the November 2 payroll return deadline with it
The IRS moved federal tax deadlines to February 8, 2027 in 27 counties hit by Hurricane Isaias, past October 15, though not for 2025 balances due April 15