IMA WEALTH NEWS + RESOURCES
The latest market information from IMA Wealth
2022 END OF YEAR RECAP
IMA Wealth’s Vice President and Portfolio Manager, Justin Kittle CFA®, CAIA®, CFP®, recaps the year and explains his predictions for the future.
FINANCIAL + EDUCATIONAL RESOURCES
IMA WEALTH PUBLICATIONS
Commentary on SVB Turmoil
BANK TURMOIL: What Does It Mean For The Markets?
Read Our Latest Market Update
Stay in the know about legal and regulatory updates for each quarter
Read Latest Edition of Industry Insights
Latest Edition: The Importance of Naming a Beneficiary
Read Latest Edition of Participant Corner
Latest Edition: SECURE 2.0 Act of 2022, Four Plan Design Features to Help You Attract and Retain Talent, Offboarding Employees from Your Retirement Plan, Workers Are Turning to Employers for Inflation Help
Read Latest Edition of Retirement Times
SECURE 2.0 Act
In December of 2022, Congress passed the Consolidated Appropriations Act of 2023 (the Act). This omnibus bill funds the federal government through the end of the current fiscal year. A number of legislative initiatives were attached to the omnibus funding package, including the retirement reform measures commonly referred to as SECURE 2.0.
Read the SECURE 2.0 Act of 2022