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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Have A Question About This Topic?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
2026 Planning Outlook
In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Prepare for Medicare: A Guide for First-Timers
Consider these factors when deciding which Medicare programs to participate in.
Retirement Planning – at Your First Job
If you start now, imagine the nest egg you could have decades into the future.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
All That Matters: What Mattered in 2023?
Mike and Ross look back and dig into what really drove the markets and economy this year.
Preparing for Risks at Every Stage of Life
A guide to protecting your assets, from starting your career to retirement.
The Three Tests of a Roth Conversion
Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.
View all articles
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
View all videos
-
Articles
-
Videos