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Planning Under the CARES Act & SECURE Act Thumbnail

Planning Under the CARES Act & SECURE Act

The U.S. Congress has passed two separate, highly impactful pieces of legislation in recent months.

The SECURE Act was passed in late 2019 and included a number of changes to our retirement savings laws. In late March, in response to the COVID-19 pandemic, Congress passed the CARES Act aimed at providing tax savings and increased cash flow opportunities for individuals and small businesses. 

Our colleagues Linda Grant-Smith, Baird Regional Financial Planner, and Scott Grenier, Manager of Baird’s Financial and Estate Planning team, cover the significant changes brought about in these new laws, how these changes may impact your financial plan and what other planning opportunities may now exist as a result.

As always, we are here to help guide you through the most complex financial decisions.  Please don't hesitate to call us with any questions about how Medicare decisions may impact you and your financial plan.

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