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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

FALL 2023

Rocket ship flying towards 2024
Featured Story: Year-End Financial Guide

To start 2024 off right, you need to plan appropriately in the final months of 2023.

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Letter from Leadership: Stay on Top of Your Plans, All Year-Round

Baird experts share meaningful advice via our Wealth Strategies webinars.

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Key Dates for You

  • October 2023

    OCTOBER
    Owners of student loans resume monthly payments.

    OCTOBER 15 – DECEMBER 7
    Annual Enrollment Period for making changes to Medicare or Medicare Advantage coverage.

    OCTOBER 16
    Deadline for the self-employed to establish and fund a SEP IRA for 2022.

    October's Wealth Strategies webinar: Legacy Planning

  • November 2023

    NOVEMBER
    November is Giving Month! Charitable donations can make a difference in people’s lives and might lower your 2023 tax liability.

    NOVEMBER 28
    Last day to buy a security and recognize a loss on the sale of a substantially identical security by year-end.

    November's Wealth Strategies webinar: Year-End Tax Planning

  • December 2023

    DECEMBER
    The anticipated launch of the new Free Application for Federal Student Aid for the 2024–2025 school year. Visit studentaid.gov to see what’s changed.

    DECEMBER 31
    Deadline for taking required minimum distributions from retirement plans for 2023 (extended to April 1, 2024, if 2023 is your first year to take RMDs).

 

More Articles from the Latest Issue

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One Year Out: An Election Preview

Strategas Economic Outlook: 2024 Election Preview

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A Smaller Tax Bill in 2024 Starts in 2023

Some proactive planning now can make a big difference in the new year.

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Couple with gift box hugging at home
‘Tis the Season for Giving

Make your charitable donations go further with these giving strategies.

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Woman using laptop and making notes on a clipboard
A 2023 Year-End Planning Checklist

Before you close the books on 2023, make sure you’ve considered these year-end strategies.

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Multigenerational family eating dinner and talking
Teaching Your Family’s Values to Your Kids

The holidays can be the perfect time to talk with family about wealth, values and expectations.

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Wealth and Health written wood blocks
The Intersection of Health and Wealth

John Taft discusses the financial impact of good health in retirement.

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Put Your Money To Work Faster With Baird Online

Baird Online just got even more convenient to use, with Direct Deposit and bank transfers.

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Doing Well by Doing Good

Making More Space for Texas Schoolkids

The Boerne Independent School District is a Fast Growth school district in central Texas, adding roughly 1000 students per year. When they needed to finance new educational and ancillary facilities to accommodate the growing student population, the district turned to Baird’s Public Finance team for help. The district added variable-rate bonds to its debt strategy, providing more flexibility and reducing the cost of borrowing, and Baird marketed the bonds. As a result, the district was able to add more classrooms to its existing footprint, and complete the construction of its eighth elementary school, now scheduled to open next year.

Learn More About How Baird Makes a Difference