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2024 Updates to the Secure Act 2.0

April 23, 2024

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JGP Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where JGP Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by JGP Wealth Management, LLC unless a client service agreement is in place.

Fidelity Investments is an independent company, unaffiliated with JGP Wealth Management. Fidelity Investments is a service provider to JGP Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by JGP Wealth Management and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions^® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 830011.2.0

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