Baird Wealth

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    Take the Headaches Out of Tax Season

    Some simple steps to make things easier on you and your CPA.

    Access our tips
  • Elderly woman holding hands with youger person
    Helping Your Children Prepare for an Inheritance

    How to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.

    See our advice
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    How Your Bonus is Taxed

    How big a bite does the IRS take out of your bonus check – and what can you do about it?

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    SECURE Act 2.0: What It Means for You

    The newly passed bill offers changes to RMDs, new Roth rules and other tactics to take advantage of.

    Keep Reading
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    Keep Your Private Information Private

    What you can do to stay safe.

    Read more
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Market Insights

Market strategy and timely perspective to help you better understand what’s happening in the world today.

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The All New Baird Online Mobile App

Monitoring your wealth and tracking your plan has never been easier with the completely redesigned mobile app.

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Tax Information Center

Tax statement mailing, document delivery requirements and information regarding access to your tax documents.

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Find a Financial Advisor Near You

A Baird Financial Advisor can help get you from where you are now to where you want to be: locatebaird.com