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Retirement Planning

You work hard throughout your career so you can enjoy the next chapter in your life. We have the investment and planning expertise to help you plan for and live out the retirement you've imagined - leaving you free to focus on and enjoy more important things. 

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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