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Retirement Planning

Planning for retirement is about a lot more than how much you have saved in an IRA or 401(k). The decisions on where and when to retire can also consider where your loved ones live, how you like to spend your time and – perhaps most importantly – the people, activities and causes that make your life meaningful. Creating the right retirement plan for you takes thoughtful planning – we can help you make your “golden years” truly golden.

Strategies for Retirement Planning

With expertise in both investment management and retirement planning, Baird’s Financial Advisors can map out what your dream retirement can look like by helping you:

  • Make realistic projections on your retirement income and expenses
  • Balance your retirement saving with the many other financial priorities in your life 
  • Make sure your investment portfolio is robust enough for your retirement needs while managing for risk
  • Maximize your Social Security and Medicare benefits 
  • Anticipate your healthcare and long-term care needs 
  • Identify your priorities in estate planning and establishing all the documentation needed to execute them

Resources for Retirement Planning

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Opening up the Backdoor Roth

This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

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The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

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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.

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