Sharon Epperson
Verified
As seen in:
CNBC,
Apple Podcasts,
MSN,
MSN Australia,
MSN Canada,
MSN Malaysia,
MSN Philippines,
HuffPost,
USA Today,
Yahoo News,
Aol
and
@CNBC Senior Personal Finance Correspondent. Appears @TodayShow @NBCNews @NBCNewsNow. Teaches @ColumbiaSIPA. Health & Wellness Advocate. @BAFOUND Ambassador
Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Sharon Epperson
Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works
; ; ; Continue reading More for You ; ; ; ; Continue reading More for You
Bond losses may offer investors a tax break. Here's how tax-loss harvesting works
Higher Treasury yields have pushed bond prices lower, leaving many investors with losses — and a possible tax break, experts say. Selling an investment at a loss may be used to offset capital gains elsewhere in a taxable brokerage account, which is called “tax-loss harvesting.” Investors using this tax strategy should avoid the IRS wash-sale rule and make sure any trade still fits their long-term financial goals.
Bond losses offer tax break: Here's what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Bond losses offer tax break: Here's what you need to know CNBC’s Sharon Epperson reports that higher yields have pushed bond prices lower, leaving some investors with unrealized losses and potential tax savings.
SEC proposes investor exam to expand private-market access — here's how it could work
watch now The U.S. Securities and Exchange Commission is considering new ways for individual investors to gain access to some private-market investments — including passing an exam. The three-member commission said on Wednesday it is considering expanding the qualifiers for so-called accredited investor status. Certain investments — such as private equity funds, venture capital, and hedge funds, among others — commonly require investors to be accredited to participate.
SEC considers investor exam: What you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email SEC considers investor exam: What you need to know CNBC's Sharon Epperson reports on the latest news surrounding the SEC.
More Americans are tapping investments to fuel spending
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email More Americans are tapping investments to fuel spending Senior personal finance correspondent Sharon Epperson speaks with JPMorganChase Institute President Chris Wheat about new research that shows what's driving consumer resilience.
AI stock swings could affect your 401(k). Here's what retirement savers need to know
Retirement savers who do not own an artificial intelligence-themed fund may still be affected by swings in AI trade. Five tech giants with AI exposure make up 30% of the S&P 500 index as of Wednesday's close, according to Morningstar. The average 401(k) investor may own AI stocks in an S&P 500 index fund or a target-date fund. Financial advisors recommend reviewing holdings and rebalancing if your portfolio has drifted from your intended asset allocation for your retirement goals.
AI trade meets your 401(k): Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email AI trade meets your 401(k): Here's what to know AI-related stocks have been volatile this week, amid new questions about the pace of AI development, capacity constraints and safety concerns. For millions of retirement savers, the AI trade is already growing inside their 401(k)s. CNBC's Sharon Epperson joins 'Squawk Box' with the details.
Living abroad doesn't end your US tax obligations. What young expats need to know
Americans living abroad may still need to file a U.S. tax return and report worldwide income. The foreign earned income exclusion and foreign tax credit may help some taxpayers avoid double taxation. Foreign bank accounts can trigger separate reporting known as FBAR, once combined balances exceed $10,000. Tax experts advise Americans to understand both countries' rules before accepting a job or moving overseas.
Living abroad doesn't end your U.S. tax obligations. What young expats need to know
watch now For young Americans who turn a study-abroad experience into a move overseas, taxes can become an added challenge. Living abroad does not necessarily mean paying tax twice, but Americans may have to navigate filing requirements in both the U.S. and their country of residence.
Living abroad doesn't end your U.S. tax obligations
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Living abroad doesn't end your U.S. tax obligations CNBC senior personal finance correspondent Sharon Epperson explains what expats need to know.
Is the K-shaped economy ending? Finance pros weigh in Original
watch now The K-shaped economy has become shorthand for a widening, persistent economic divide: higher-income Americans pulling further ahead — in wealth, spending, and financial security — while many lower-income households struggle to keep up. Now, that shape may be shifting. "I got sick of hearing about this K-shaped economy," Treasury Secretary Scott Bessent told CNBC's "Squawk Box" earlier this month.
Is the K-shaped economy over? Here's what to know
1 hour ago Once central to both daily life and Yoruba spiritual traditions, the waters of the Osun River have shifted from clear to murky yellow over the past decade. The fight to uncover what's happening along its banks comes with
Is the K-shaped economy over? Here's what to know Original
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Is the K-shaped economy over? Here's what to know Treasury Secretary Scott Bessent telling CNBC the K-shaped economy is over, arguing lower-wage workers are finally catching up. CNBC's Sharon Epperson joins 'Squawk Box' with new data on the consumer.
Inheriting a home can leave siblings with financial headaches — how to avoid costly mistakes
Inherited homes made up nearly 9% of all U.S. single-family residential and rural property transfers last year, a record high, according to real estate data provider Cotality. Family members often grapple with financial and emotional considerations in handling an inherited property. Financial advisors say taxes, insurance, maintenance and repairs should be considered in decision-making.
Inheriting a home can leave siblings with financial headaches — how to avoid costly mistakes
Investing 1 hour ago Forget JEPI. Goldman's Copy Charges Less, Yields More, and Beat It by 10 Points 247wallst.com - David Beren • 1h The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has become the default holding for investors seeking equity exposure with a fatter monthly … 1:19 4 hours ago Trump Seeks To Block Financial Disclosure In BBC Lawsuit.
The great wealth transfer: Here's what families need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email The great wealth transfer: Here's what families need to know More than $120 trillion is expected to change hands over the next 20 years. The historic financial shift has been called 'the great wealth transfer'. Rising U.S. home values have made the family house an increasingly important part of that transition. CNBC's Sharon Epperson joins 'Squawk Box' with what families need to know.
The great wealth transfer: Here's what families need to know
Airlines 1 hour ago Delta Air Lines exits entire market TheStreet - Veronika Bondarenko • 1h “The final scheduled flight will operate on Sept. 5, 2026,” the airline said in a statement. While the price of jet fuel has dropped slightly amid … Business (UK) Now UK debt ‘hits £3 trillion’ milestone City AM - Mauricio Alencar • 1m The size of the UK’s national debt has now risen above £3 trillion, analysis has suggested, reflecting the burden facing taxpayers across the country.
More Americans say they are living paycheck-to-paycheck
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email More Americans say they are living paycheck-to-paycheck CNBC's Sharon Epperson joins 'Fast Money' with new data on American's feeling the paycheck squeeze.
Americans feeling paycheck squeeze: Here’s what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Americans feeling paycheck squeeze: Here’s what you need to know CNBC’s Sharon Epperson joins ‘Squawk on the Street’ to discuss the results of a new CNBC/SurveyMonkey poll.
Paychecks under growing pressure: Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Paychecks under growing pressure: Here's what to know New government data due this morning will show how median weekly earnings for full-time wage and salary workers changed in the second quarter. Even when pay rises, higher prices can limit how far those gains will go, and many Americans are feeling the paycheck pressure.
Consumers turn to buy now, pay later for essential expenses — with growing risks
watch now Buy now, pay later services have been on the rise as more consumers look to short-term installment financing options to help them manage the rising costs of daily necessities, not just pay for discretionary purchases. BNPL providers originated nearly $157 billion in consumer credit products in 2025, up from nearly $116 billion in 2024, according to Federal Reserve estimates.
Buy now, stress later? The risk of paying late
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Buy now, stress later? The risk of paying late 'Buy Now, Pay Later' loans have been on the rise as consumers look to the products not to pay for luxuries, but to help manage the rising cost of daily expenses. New data now show a growing number of borrowers are falling behind. CNBC's Sharon Epperson joins 'Squawk Box' with more.
Trump accounts are live. Here's how some families plan to use them
More than 6 million children were signed up for Trump Accounts ahead of the program's official launch on July 4, according to the Treasury Department. Millions of parents are figuring out whether — and to what extent — Trump Accounts fit with their family's financial goals. CNBC spoke with two financial professionals who shared how they are approaching the use of Trump Accounts for their own children.
Investing in Trump Accounts
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Investing in Trump Accounts CNBC' Sharon Epperson joins 'Closing Bell Overtime' to discuss what parents hope their children will learn about investing from Trump accounts.
Investing in 'Trump Accounts': Here's what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Investing in 'Trump Accounts': Here's what you need to know CNBC’s Sharon Epperson discusses ‘Trump Accounts.' To learn more, sign up for the Money 101 newsletter with Sharon Epperson.
Immigration policy changes could worsen the care worker shortage and raise costs for families, experts say
watch now Louis Barajas, a certified financial planner with over three decades of experience, knows firsthand about the rising cost of health care and the shrinking availability of long-term care workers for millions of seniors and people with disabilities. "It's been putting a lot of pressure on the American family's money," said Barajas, CEO of International Private Wealth Advisors, a wealth management firm in Santa Ana, California.
Restrictive immigration policies are changing the composition of the healthcare workforce
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Restrictive immigration policies are changing the composition of the healthcare workforce CNBC’s Sharon Epperson reports on how restrictive immigration policies affect the healthcare workforce.
Generating income for retirement: Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Generating income for retirement: Here's what to know Americans are increasingly worried retirement will be less secure for them than it was for their parents, according to new survey data from BlackRock. CNBC's Sharon Epperson joins 'Squawk Box' with the details.
The retirement income challenge
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email The retirement income challenge CNBC senior personal finance correspondent Sharon Epperson speaks with BlackRock’s head of retirement and U.S. wealth advisory, Jaime Magyera, about the state of retirement readiness and challenges women face, including career breaks, lower balances, longer lifespans, and lack of confidence about whether their savings will last.
Annuity options are growing in 401(k)s, but adoption remains limited Original
Johner Images | Johner Images Royalty-free | Getty Images Americans are increasingly worried that retirement will be less secure for them than it was for their parents. About 76% of workplace savers surveyed said they believe their generation will have less certainty about retirement income than previous generations, according to a new BlackRock survey. The share of those concerned has steadily climbed since 2021, when it was 67%.
Retirement savers may own SpaceX — or soon will — and not even know it
watch now SpaceX shares have gained more than 30% since the aerospace and satellite communications company went public on Friday. Now, some people may be wondering whether they missed their chance to invest in the high-flying stock if they didn't buy it at the IPO or its first few days of trading. Spoiler: They haven't. In fact, even if they don't know it, many retirement savers already own this high-profile investment — or soon could — through funds in their 401(k), IRA or brokerage account.
Retirement savers may own SpaceX — or soon will — and not even know it
Continue reading More for You
SpaceX shares entering portfolios: Here’s what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email SpaceX shares entering portfolios: Here’s what to know CNBC's Sharon Epperson joins 'Squawk on the Street' to discuss how millions of investors are exposed to SpaceX without directly owning the stock.
SpaceX may soon hit your portfolio: Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email SpaceX may soon hit your portfolio: Here's what to know SpaceX shares have soared about 50% in the first days of trading. That has some people wondering whether they missed their chance if they didn't buy already. Yet many investors, including retirement savers, may already have access to this high-profile investment without ever purchasing the stock.
Redefining the American Dream
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Redefining the American Dream As Americans celebrate the nation’s 250th birthday, CNBC has learned their definition of the “American Dream” is shifting. Sharon Epperson breaks down the results of a new CNBC/SurveyMonkey poll.
Trump's 'big beautiful bill' turned 529 plans into 'lifelong education' accounts, expert says: How to take advantage
watch now New rules are expanding how tax-advantaged 529 savings plans can be used to pay for expenses beyond college, unlocking money that workers can use to advance or change careers. Under provisions in President Donald Trump's One Big Beautiful Bill Act, signed into law in July 2025, you can use a 529 plan to save not only for your child's education but also for your own career training or professional credentials.
New rules for 528 savings plans: Here's what to know
Roth IRA 1 day ago AARP, Vanguard warn Americans on major 401(k), IRA shift TheStreet - Jeffrey Quiggle • 1d The advocacy organization for Americans over 50 and the investment company raise red flags about retirement accounts. Americans saving for retirement … Finance 11 hours ago Fidelity sends critical message to cash-heavy investors TheStreet - Damilola Esebame • 11h A common money habit may be quietly undermining investors.
New rules for 529 savings plans: Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email New rules for 529 savings plans: Here's what to know Today is National 529 Day, and new rules are expanding how these tax-advantaged savings plans can be used beyond college. 529 plans now unlock money that workers can use to advance or change careers. CNBC's Sharon Epperson joins 'Squawk Box' with the details.
New rules for 528 savings plans: Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email New rules for 528 savings plans: Here's what to know Today is National 529 Day, and new rules are expanding how these tax-advantaged savings plans can be used beyond college. 529 plans now unlock money that workers can use to advance or change careers. CNBC's Sharon Epperson joins 'Squawk Box' with the details.
Millions of people with disabilities may be missing out on this little-known savings tool
watch now Employment has been rising over the past few years for a growing group of Americans: people with disabilities. Yet millions of workers are leaving money on the table, experts say, because they are unaware of a key financial resource designed for people with disabilities, known as Achieving a Better Life Experience, or ABLE, accounts.
Voya CEO: Caregivers and disabled workers are missing out on key financial benefits
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Voya CEO: Caregivers and disabled workers are missing out on key financial benefits Voya Financial CEO Heather Lavallee explains to CNBC’s Sharon Epperson why caregivers and people with disabilities may be missing out on key financial benefits, such as ABLE accounts, and what employers should do to help meet these employees' needs. 04:41 Fri, May 15 20267:00 AM EDT
The rise of 'income stacking': Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email The rise of 'income stacking': Here's what to know More Americans are working more than one job - a trend called 'income stacking'. It has become popular among Gen Z workers. Is it a sign of employers hiring more workers, or consumers under greater financial stress? CNBC's Sharon Epperson joins 'Squawk Box' with the details.
Breaking the silence around money: Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Breaking the silence around money: Here's what to know Parents and teens may agree about the importance of learning to invest, but talking about money and financial issues at home can be tough. CNBC's Sharon Epperson joins 'Squawk Box' with insights from some of CNBC's own financial experts about how to start those conversations.
Iran war spikes U.S. consumer prices: Here's what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Iran war spikes U.S. consumer prices: Here's what you need to know CNBC's Sharon Epperson joins 'Fast Money' to report on how the Iran war is affecting U.S. consumers.
Tax refunds are higher on average this year than last, according to the IRS: Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Tax refunds are higher on average this year than last, according to the IRS: Here's what to know The April 15th tax filing deadline is less than a week away and the average tax refund this year is higher than last, according to the IRS. CNBC's Sharon Epperson joins 'Squawk Box' with more.
Teen sports betting raises concerns in schools — and a push for financial literacy Original
watch now Ulysses Fitzgerald, a high school senior in Smyrna, Tennessee, said he thought sports betting would be an easy way to make money. He said he'd seen ads and influencers promoting big wins. "This guy won like $5,000 because he predicted that this player wouldn't get this many points," Fitzgerald said of one influencer's post. "I was like, that seems like free money." After watching that "winner" on YouTube, Fitzgerald took $25 he received for his 18th birthday to place his first bet.
Personal finance class teaches teens risks of gambling and sports betting
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Personal finance class teaches teens risks of gambling and sports betting CNBC's Sharon Epperson joins 'Fast Money' to talk how personal finance classes are teaching teens the risks of gambling.
Playing offense on teen betting: Here's what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Playing offense on teen betting: Here's what you need to know Several major sports events are happening this weekend, including the NCAA women's and men's Final Four. Meanwhile, a growing number of teens are playing another high-stakes game off the court, and experts say that makes financial education a greater priority. CNBC's Sharon Epperson joins 'Squawk Box' with more.
Will tax refunds deliver? Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Will tax refunds deliver? Here's what to know With just three weeks until the April 15th tax filing deadline, some taxpayers who have already submitted their returns may be disappointed in their refunds. CNBC's Sharon Epperson joins 'Squawk Box' with the details.
Show More
loading
Actions
Get in touch with Sharon
Contact Sharon, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack