FINANCIAL + EDUCATIONAL RESOURCES
Q4 2024 Market Review
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As we close out 2024, Justin Kittle, CFA®, IMA Retirement’s Portfolio Manager, reflects on a year of normalization and resilience. Despite numerous challenges over the past four years, the U.S. economy has grown, and many cyclical forces have stabilized.
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IMA RETIREMENT PUBLICATIONS
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Industry Insights
Stay in the know about legal and regulatory updates for each quarter
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Wealth Wisdom
Latest Edition: Your Guide to A Financially Healthy New Year
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Retirement Times
Latest Edition: 401(k) Participants Credit Employers with Improving Financial Health, CIT Provider, Attorney Reps Press for 403(b) Access to CITs, Compliance Corner, Faces of IMA Retirement
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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