a multi-generational family preparing a meal

Helping You Enjoy Your Wealth

You’ve climbed the mountain to retirement – 
now you get to enjoy the view.

a multigenerational family walking on a beach

As you head into retirement, you deserve to relax – not worry about whether you're fully prepared – and your advisor can help you accomplish just that.

Once your advisor team has insight into your wants and needs, they’ll take a deep dive into your wealth plan – whether that’s reviewing one already in place or creating one from scratch. And on top of ensuring you have enough savings to last, they’ll focus on key factors that set you up to thrive in retirement. Your advisor team will account for considerations like:

icon of a checklist

Developing a family gifting strategy that is tax-efficient

icon of a heart centered in two crossed bars

Managing healthcare expenses, from long-term care to Medicare premiums

icon of multiple people

Preserving your legacy for generations to come through charitable giving

icon of gears

Balancing your income streams most efficiently, from RMDs to annuities to Social Security payments

icon showing growing stacks of currency

Accounting for liquidity strategies to support your lifestyle despite life’s curveballs

Insights for Your Retirement Years

Mature couple entering the backdoor of a home
Opening Up the Backdoor Roth

If you aren’t eligible to contribute to a Roth IRA, a backdoor Roth could be the key for you to take advantage of this retirement savings vehicle.

Keep Reading
Mature couple reviewing paperwork.
Everything You Need To Know About Tax-Free Family Gifting

With a well-planned gifting strategy, you can transfer wealth tax-free to your beneficiaries – while you’re still here to see them enjoy it.

Keep Reading
Multigeneration family walking on the beach
What To Look For in a Trustee

There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.

Keep Reading
Multigenerational family together at a dining room table.
How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

Keep Reading

See More Articles

parallelograms floating across a blue gradient background

 

Planning that goes beyond your budget.

The lifestyle you carry out in retirement is unique to you – and when you work with a Baird Financial Advisor, they’ll make sure they understand exactly what it is you’re looking for.

Find a Baird Financial Advisor Team