Tax Planning Under the SECURE Act

Tim Steffen, CPA-PFS, CFP®, CPWA®, Director of Tax Planning, Baird and Scott Grenier, CFP®, AEP®, Manager of Estate Planning, Baird

The Secure Act of 2019 changed the way retirement accounts are funded, distributed and passed to the next generation. This session will go through the key provisions of the Act, including the most recent IRS announcement, and review ways an account owner and beneficiary can mitigate the impact of the new 10-year distribution rule.