Retirement | Tyler Pittman

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.

Preparation is the Key to Retirement

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

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Dreaming Up an Active Retirement

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

Inside the Gender Wage Gap

Women make 82 cents for every dollar earned by men. Here’s how – and why - that happens

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Protecting the Nest Egg After You're on Your Own

How divorce or the death of a spouse affects a woman’s 401(k), Social Security, and other sources of retirement income.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Helpful Retirement Strategies for Women

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

Navigating the Social Security Landscape

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

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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Perception vs. Reality

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

Dreaming Up an Active Retirement

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Rightsizing for Retirement

What does your home really cost?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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Articles

Navigating the Risks of Retiring in a Bear Market

A bear market can hurt more when you’re early in retirement. Here’s what you can do about it.

President Biden’s Proposed Tax Changes

While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Pay to Play: Planning for Your Child’s Activities

Make sure your budget is in line with your – and your child’s – expectations and level of interest.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

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Videos

A Bucket Plan to Go with Your Bucket List

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

A Fruitful Retirement: Social Security Benefit

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Rightsizing for Retirement

What does your home really cost?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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.

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