Beneficiary Reviews: A Crucial Part of Your Estate Planning
No matter what age you are, it is important to review your estate plan periodically.
No matter what age you are, it is important to review your estate plan periodically.
Let's discuss a commonly overlooked strategy that is very simple to execute and could save a retiree quite a bit in taxes in the right situation. If you live in a community property state, such as Texas, and are married, this might apply to you.
Systematic Roth conversions are very advantageous to some in retirement but takes some analysis of the unique tax situation of each person.
As we plan for longer retirement periods for our clients a reoccurring conversation that we have is around the subject of health and long-term well-being in retirement.
There’s plenty you need to know about your retirement. Sometimes, it’s tough to know where to begin.
When you start planning for your retirement, the biggest question most people have is, “Will I be able to outlive my money in retirement?”
It’s important to know that losing the employer match, for those who are highly compensated, does not have to significantly alter your retirement savings rate.
How much will you spend in retirement? It's a difficult question to answer but read on for some tips that may help you.
Robert W. Baird & Co. Incorporated
P.O. Box 0672
Milwaukee, WI 53201-0672
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