Last week I was in a meeting with Dr David Kelly of JP Morgan, one of the Portfolio Strategists we utilize for client accounts. He was discussing their views about where the economy was headed in 2024.

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.

The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019. The sweeping legislation has dozens of significant provisions; here are the major provisions of the new law.