Retirement | Baird

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?

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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.

Navigating the Risks of Retiring in a Bear Market

A bear market can hurt more when you’re early in retirement. Here’s what you can do about it.

A Fruitful Retirement: Social Security Benefit

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

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Getting the Most for Your Business

It’s your most valuable asset, so make sure you maximize its value before you make a sale or other business transition.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Dear Reader

Mike Antonelli shares a list of things he believes about the world.

2026 Planning Outlook

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

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

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A Bucket Plan to Go with Your Bucket List

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

How to Bake a Pie-R-A

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Plan Detectives

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Articles

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Rethinking Retirement

Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Where Should You Retire?

Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

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Videos

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?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Long Run: Women and Retirement

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

Retirement Plan Detectives

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

Risk Tolerance: What’s Your Style?

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

A Bucket Plan to Go with Your Bucket List

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

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