Baird Wealth

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    2023 Market, Policy & Planning Outlook

    What does 2023 have in store – and how should you plan for it? Our market, policy and planning experts share their outlook and strategies for the upcoming year.

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  • Washington Policy Themes for 2023

    As we enter 2023, there are major changes across the policy landscape that will undoubtedly impact financial markets.

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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.

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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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    Wealth Management is a Family Affair

    Five strategies on how to talk with your family about wealth and your legacy

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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