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.
Rightsizing for Retirement
What does your home really cost?
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Big Raise from Social Security
In 2023, retirees will see the largest jump in their cost-of-living increases in more than 40 years.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
2026 Planning Outlook
In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Supporting Your Children Through Life’s Milestones
How to support your children through life’s milestones without putting your retirement at risk.
After You Max Out Your 401(k)
Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.
Planning for the Future of Social Security: 2025 Update
What you need to know about the future of Social Security – and how to plan confidently for what’s ahead.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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