Investing Blog Roundup: SECURE Act 2.0

The SECURE Act 2.0, signed into law 12/29/22, made a long list of changes to retirement accounts. The two best write-ups I’ve seen so far are from Jeff Levine and Jim Dahle.

• Jeff Levine’s article provides a deeper discussion of most of the provisions relating to retirement accounts.
• Jim Dahle’s article provides very brief explanations, but covers more of the provisions.

And of course reading the legislation for yourself can be informative. (The link above will take you to text of the whole Consolidated Appropriations Act, 2023. Do a search for “Division T” on that page to get to the SECURE Act 2.0.)

Other Recommended Reading

• Wells Fargo to Pay $3.7 billion Over Consumer Law Violations from Ken Sweet
• How to Find Clarity When You’re at a Career Crossroads from Simone Stolzoff
• The Gift of Time from Nick Maggiulli
• Trading Games from Nick Maggiulli
• Vanguard Exit Has Lawyers Mapping Out Wall Street’s Top ESG Risk from Alastair Marsh
• A Heat Pump With DIY Installation Can Decarbonize Public Housing from Sabiq Shahidullah and Coco Liu
• 6 Conversations About Money to Have With Your Family from Amy Arnott
• How to Talk to Adult Kids About Money and Inheritances from Elliott Appel
• Same Old Same Old from Adam Grossman
• Consumers Are Getting Payments from Equifax Data Breach Settlement from Sarah O’Brien

Thanks for reading!