Retirement | Baird's Merritt Island Office

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.

How to Bake a Pie-R-A

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

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RE: Retirement

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

Helpful Retirement Strategies for Women

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

Retirement Plan Detectives

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

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Three Tests of a Roth Conversion

Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

2026 Planning Outlook

In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.

All That Matters: Elections and Your Money

Mike and Ross explain the Big Mistake, and how to avoid it.

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RE: Retirement

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

Retirement Plan Detectives

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Leaving Your Lasting Legacy

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

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.

Rightsizing for Retirement

What does your home really cost?

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Articles

Healthcare Costs in Retirement

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

How Do You Know When To Retire?

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

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

IRA Withdrawals: Timing Is Everything

What to consider before taking a withdrawal from your IRA.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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Videos

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Leaving Your Lasting Legacy

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

A Fruitful Retirement: Social Security Benefit

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

RE: Retirement

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

How to Bake a Pie-R-A

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

View all videos