IMA WEALTH NEWS + RESOURCES
The latest market information from IMA Wealth
2023 Q4 Market Review | End of Year Recap
IMA Wealth’s Vice President and Portfolio Manager, Justin Kittle CFA® CAIC® CFP®, recaps the 2023 financial 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: Strategies for Maximizing Workplace Retirement Benefits
Read Latest Edition of Participant Corner
Latest Edition: RedRidge Diligence Services Joins IMA Financial Group, The Gen X Savings Crisis, Steering Participants Through Market Mania
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