Planning Under the CARES Act & SECURE Act

Linda Grant-Smith, Regional Financial Planner, Baird and Scott Grenier, Manager – Financial and Estate Planning, Baird

Recent Legislation, through the CARES Act and SECURE Act, and market volatility have created tremendous planning opportunities.

While silver linings are difficult to see during the pandemic we are living through, there are various financial planning opportunities that you need to consider to position yourself for financial freedom and success. Creating or reviewing your financial plan and understanding your tax situation will provide you with the foundation for evaluating and executing on any one or more of these planning opportunities.