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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

SPRING 2025

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Featured Story: Tax Strategies You Might Be Missing Out On

Year-round tax planning can help maximize returns and minimize costs.

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Letter From Leadership: Your Feedback Shapes Our Future

Our latest Letter From Leadership discusses the importance of our 2025 client satisfaction survey.

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Key Dates for You

  • May 2025

    MAY
    Did you make a 2024 contribution to your traditional or Roth IRA in 2025? If so, you will receive Form 5498 reflecting this contribution.

    MAY 29
    Celebrate 529 College Savings Day by reviewing your education savings plans. Be sure to check out our Five Ways To Use 529 Funds – Beyond the Tuition Bill article on how to put your 529 funds to best use.

  • June 2025

    JUNE 16
    Second-quarter federal estimated income tax payments for 2025 are due.

    JUNE 30
    The Free Application for Federal Student Aid (FAFSA) for the 2024–2025 academic year must be submitted by midnight CT. Individual state applications may be due before the federal deadline and do not replace filling out the FAFSA.

    June’s Wealth Strategies webinar: Social Security Claiming Strategies

 

More Articles From the Latest Issue

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Everything You Need To Know About Tariffs

The potential macroeconomic effects of tariffs, and how they may impact you as a consumer and investor.

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Five Ways To Use 529 Funds – Beyond the Tuition Bill

A few lesser-known ways to put those 529 funds to good use.

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Your Money Mindset: How Should It Shift in Retirement?

The way you think about money during your working years will likely shift once you reach retirement – here are four examples.

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Invested – Discussing Your Family, Your Life, Your Legacy

In our new podcast Invested, we’re addressing the hurdles powerful women face. Using compassion and expert-backed advice, we’re helping women break barriers, enrich their lives and gain wisdom along the way.

In our first season, we’re unpacking the many facets of the sandwich generation: those caring for aging parents and children simultaneously.

To listen to or watch any of the episodes in season one of Invested, visit Invested Podcast | Baird.