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Tax Strategies for Spending Down Your Accounts | Baird Retirement Management

If I have a traditional IRA, a Roth IRA and multiple taxable accounts, how should I withdraw money to fund my retirement?

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What it Means to Be a Certified Private Wealth Advisor® | Baird Retirement Management

​A few of our advisors have been awarded the prestigious Certified Private Wealth Advisor (CPWA®) certification.

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Premium Rates May Warrant a Look at Your Policy | Baird Retirement Management

​Life insurance can provide unique financial planning benefits. However, the amount of the premiums paid on life insurance policies...

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The Importance of Wealth Management Planning | Baird Retirement Management

In establishing objectives for transferring your estate, it is important to develop a wealth management plan that matches your...

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Fixed Income Investments Can Add Stability to Your Portfolio | Baird Retirement Management

​Balance is as important in your portfolio as it is in riding a bike. For many investors, fixed income investments can help achieve...

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Health Savings Accounts (HSAs) in Retirement | Baird Retirement Management

We were recently asked by a few of our retired (or soon to be retired) clients about HSAs in retirement...

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