Retirement | Baird - The McIntosh Group

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Three Alternatives to a Traditional Retirement

With a careful plan in place, retirement can look however you want it to. Here’s 3 alternatives to a traditional retirement.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Prepare for Medicare: A Guide for First-Timers

Consider these factors when deciding which Medicare programs to participate in.

How Do You Know When To Retire?

Before you hang it up for good, ask yourself these 7 questions.

Where Should You Retire?

Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Rightsizing for Retirement

What does your home really cost?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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Articles

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Navigating the Social Security Landscape

In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

Inherited an IRA? Here's What You Need To Know

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Videos

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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