Planning for a Successful Retirement

The list of things to consider when planning for retirement can be daunting – quantifying your assets, creating a budget, maximizing employer retirement benefits, Social Security, health care coverage, investment plans, etc. How does a soon-to-be-retiree know just where to start?

In this interview with Morningstar.com, Baird’s Director of Advanced Planning, Tim Steffen, discusses these topics and shares some steps you can take today to make sure you’ll be ready to retire.  You can also listen to Tim's interview in regards to 5 Retirement-Planning Pitfalls.
 
Contact us at any time to further discuss your plans for retirement. We can work closely with Baird’s retirement planning experts to help ensure you meet the personal and financial goals you’ve set.

Information:
Qualified Charitable Distributions
Ten Mistakes That Can Undermine Your Retirement Savings
Best Practices to Keep Retirement Planning on Track


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