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
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Commentary on SVB Turmoil
BANK TURMOIL: What Does It Mean For The Markets?
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Industry Insights
Stay in the know about legal and regulatory updates for each quarter
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Participant Corner
Latest Edition: The Importance of Naming a Beneficiary
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Retirement Times
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
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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