
Tax Planning Under the SECURE Act
The Secure Act of 2019 changed the way retirement accounts are funded, distributed, and passed to the next generation.
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The Secure Act of 2019 changed the way retirement accounts are funded, distributed, and passed to the next generation.
Baird's Financial Planning Team covers the significant changes brought about by the SECURE Act and CARES Act, how these laws may impact your financial plan and what other planning opportunities may now exist as a result.
Our colleague Richard Braun, Financial Planner at Baird, discusses the costs and benefits of Medicare plans, as well as how to enroll. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.
Chase and Simon discuss the landscape and how opportunities for growth are still present, but more diversification away from what has worked so well the past few years may be necessary.