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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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Protecting the Nest Egg After You're on Your Own
How divorce or the death of a spouse affects a woman’s 401(k), Social Security, and other sources of retirement income.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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.
The Hidden Factor That Can Derail Your Legacy
Communication among family members is the key to successfully building and passing down your wealth.
Pay to Play: Planning for Your Child’s Activities
Make sure your budget is in line with your – and your child’s – expectations and level of interest.
Unpacking Annuities
While issued by insurers, annuities work differently from traditional life insurance and many retirement savings tools.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
2026 Planning Outlook
In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Rightsizing for Retirement
What does your home really cost?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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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