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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