Changes coming to Roth IRA and 401(K) plans. Year end lists. Year end charts.
New retirement law would bring twists to Roth I.R.A.s and 401(k)s (NY Times)
The Secure Act 2.0 is expected to become law soon and contains a number of (mostly good) new provisions around IRA’s and company retirement plans. Here’s a summary of the changes to Roth accounts.
My favorite investment writing of 2022 (Of Dollars and Data)
I highlighted a couple of the articles mentioned over the course of the year but the rest were new to me. If you only read one, make it The Crypto Story by Matt Levine. It’s long but worth your time.
Ten charts that defined capital markets in 2022 (LPL Research)
Lots of summaries and year-in-review lists this time of year. This is another one. Charts 4 & 5 show why 2022 was a terrible year for even conservative investors.
Happy New Year!