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A new report from J.P. Morgan reviews retirement account strategies for 2023, including analysis of the new SECURE 2.0 Act and inflation trends. It is the 11th annual version of the company’s Guide to Retirement, which is designed to help advisors and their clients, along with defined contribution (DC) plan participants, in making informed decisions about investments.

“Retirement investors have experienced unprecedented volatility in the market throughout the last year, and face uncertainty for the year ahead. However, we feel optimistic for the future of retirement security as legislators and policy makers are emphasizing the need for broader access to retirement plans and an increase in savings rates.” said Michael Conrath, Chief Retirement Strategist, J.P. Morgan Asset Management. “Our 2023 Guide to Retirement has been designed to help advisors navigate the evolving economic environment, take advantage of recent legislative changes, and provide long-term investing strategies to drive stronger retirement outcomes for clients.”

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