06.14.23 New Retirement Account Tax Benefits / Problems With 5 Different Payment Apps

Clark highlights recent and upcoming changes to retirement accounts involving tax law changes with potential benefits you should know about. Also, new issues with Zelle and Apple Savings accounts, and a warning for Venmo, Cash App & PayPal users.

• Retirement Account Changes: Segment 1
• Ask Clark: Segment 2
• Hazard With Payment Apps: Segment 3
• Ask Clark: Segment 4

Mentioned on the show

• WSJ: Retirement-Savings Changes You Should Know About for 2023-24
• Families can make a tax-free rollover from 529 plans to Roth individual retirement accounts starting in 2024
• Best Budgeting Apps in 2023: Our Top 6
• Mint Review: 5 Things To Know About the Free Budgeting Tool
• What Is a 403(b) and How Does It Work?
• How To Open a Roth IRA
• JPMorgan Chase Working to Reverse Double Payments on Zelle - The Wall Street Journal.
• [The Washington Post] Don’t store money in Venmo, Cash App or PayPal, regulator says
• Apple Customers Say It’s Hard to Get Money Out of Goldman Sachs Savings Accounts - WSJ
• 7 Things To Know Before You Use Zelle
• 14 of the Best High-Yield Online Savings Accounts in June 2023
• 5 Things To Know About Series I Savings Bonds

Clark.com resources

• Episode transcripts
• Community.Clark.com
• Clark.com daily money newsletter
• Consumer Action Center Free Helpline: 636-492-5275

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