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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

FALL 2024

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Featured Story: Finish 2024 Strong

The secret to entering 2025 with confidence, no matter what the future may hold.

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Letter from Leadership: Calm Amid the Noise

The key to surviving the uncertainty and distraction of an election season is staying focused on what’s important.

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Key Dates for You

  • November 2024

    NOVEMBER 20
    Tune into November’s Wealth Strategies webinar, Year-End Planning Strategies.

    NOVEMBER 29
    Last day to buy a security and recognize a loss on the sale of a substantially identical security by the end of 2024. (Sale must occur on December 30 or 31.)

  • December 2024

    DECEMBER 1
    The Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year will be available by this date. The deadline to complete the form is June 30, 2025.

    DECEMBER 31
    Deadline for taking required minimum distributions from retirement plans for 2024 (extended to April 1, 2025, if 2024 is your first year to take RMDs).

 

More Articles From the Latest Issue

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The Tech Boom: Sustainable Growth or 1990s-Era Bubble?

Strategas compares today’s technology-fueled market boom to one a quarter-century ago.

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Three Questions To Consider Before a Roth Conversion

Looking to reap the benefits of a Roth conversion? First, answer these three important questions.

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What the Sunset of TCJA Could Mean for Income Taxes

The income tax implications we can expect to see if the Tax Cuts and Jobs Act sunset occurs – and how you can prepare today.

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Passing Wealth Wisely

Want to make gifts to your loved ones without incurring a large tax bill? These strategies could likely benefit you.

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Strategic Giving for the Greater Good

How far can your charitable contributions go? Optimize their impact by using these five timely strategies.

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Tying It All Together

How can you finish out 2024 to make sure you get a strong start to 2025?

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Putting Our Money Where Our Values Are

In 2020, Baird established the Paul Purcell “Kids Win!” Annual Baird Education Grant to honor former Chairman & CEO Paul Purcell and his passion for education. Through funding by the firm, Baird Foundation and Baird associates, the grant has awarded more than $4 million to 45 organizations around the country, from Anchorage, Alaska, to Fort Myers, Florida.

To learn more about the grant – and the life and leadership of the man who inspired it – visit rwbaird.com/kidswin.