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 Long Run: Women and Retirement

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

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

2026 Planning Outlook

In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Leaving Your Lasting Legacy

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Rightsizing for Retirement

What does your home really cost?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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Articles

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

All That Matters: Elections and Your Money

Mike and Ross explain the Big Mistake, and how to avoid it.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Making Sense of the Social Security Fairness Act

The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?

Preparing for Risks at Every Stage of Life

A guide to protecting your assets, from starting your career to retirement.

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Videos

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Rightsizing for Retirement

What does your home really cost?

How to Bake a Pie-R-A

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

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?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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