Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The ABCs of HSAs
With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.
Prepare for Medicare: A Guide for First-Timers
Consider these factors when deciding which Medicare programs to participate in.
Make the Most of Your Required Minimum Distributions
RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.
Navigating the Social Security Landscape
In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.
Navigating the Risks of Retiring in a Bear Market
A bear market can hurt more when you’re early in retirement. Here’s what you can do about it.
IRMAA Explained: How It Impacts Medicare Premiums
Your Medicare premiums can rise with income due to IRMAA. Learn what it is and how you can keep your costs under control.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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