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.

Featured Video

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Prepare for Medicare: A Guide for First-Timers

Consider these factors when deciding which Medicare programs to participate in.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

• Articles

  The Hidden Factor That Can Derail Your Legacy

  Communication among family members is the key to successfully building and passing down your wealth.

  Navigating the Social Security Landscape

  In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.

  Conquering Retirement Challenges for Women

  Looking ahead can help you conquer these unique obstacles.

  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.

  President Biden’s Proposed Tax Changes

  While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.

  Starting a Roth IRA for a Teen

  This early financial decision could prove helpful over time.

  View all articles

• Calculators

  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.

  View all calculators

• Videos

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  A Bucket Plan to Go with Your Bucket List

  A bucket plan can help you be better prepared for a comfortable retirement.

  Retiring the 4% Rule

  A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  What You Need to Know About Social Security

  Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  View all videos