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.
About the Speakers:
Tim Steffen originally joined Baird in 1999 serving in a variety of planning-oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.
Tim Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Scott Grenier joined Baird in 2010. Scott is currently the Manager of Financial & Estate Planning for Baird’s Private Wealth Management Group. Scott's expertise lies in the area of estate planning, and when he's not managing the team, he's helping financial advisors review their clients' estate plans and conducting seminars.
Scott Grenier, CFP®, AEP®
Manager of Estate Planning
Baird does not offer tax or legal advice.