baird logo


Getty Images 143921023

Sequence of Returns Presents Risk for Retirees | Baird Retirement Management

If you were guaranteed an average rate of return of 7% over the next 30 years would you take it? The simple answer for most retire...

Read More
Retire 8

Net Unrealized Appreciation

Many of our oil and gas retirees are faced with a decision regarding large company stock positions in their savings plans. One of ...

Read More
Retire 10

FAQ on Retirement Accumulation for BP Employees | Baird Retirement Management

The following FAQ is designed to assist a BP employee in his or her planning towards retirement by explaining how certain key prov...

Read More

What the DOL Fiduciary Standard Means to Investors | Baird Retirement Management

A current topic that is floating around the retirement planning industry is the new DOL rule. The goal of the rule is to protect....

Read More
Light 8

Who will change my light bulb

MIT AgeLab has identified three simple questions......

Read More
Retire 6

Capital Gain Exclusion from Sale of Residence | Baird Retirement Management

Given recent stock market turbulence and uncertainty, you may have doubts about your long-term investment strategy. Here are some ...

Read More

Like this? Subscribe to read more retirement insights

Subscribe to get Retirement Insights