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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

SPRING 2024

Featured Story: Take Advantage of Your Most Valuable Asset

Owning a home brings with it several financial benefits. Here are five scenarios to help you make the most of it.

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Man reviewing paperwork with calculator
Letter from Leadership: Tax Planning – A Year-Round Affair

In their Letter From Leadership, Mike Schroeder and Erik Dahlberg stress that tax planning should never be set-it-and-forget-it.

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Key Dates for You

  • May 2024

    MAY
    Amended Form 5498s issued for those who contributed to an IRA for 2023 in 2024 and for those who need to amend a previous form.

    MAY 29
    529 College Savings Day – review your education savings plans with your advisor.

  • June 2024

    JUNE 17
    Federal estimated income tax payments for Q2 2024 are due.

    JUNE 30
    FAFSA submissions for the 2023-2024 academic year are due.

    June's Wealth Strategies webinar: June’s Wealth Strategies webinar: Wealth + Wellness = WHealth

 

More Articles from the Latest Issue

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An Opportunity for a Timely Wealth Transfer

A looming drop in the estate tax exemption sparks a wealth transfer opportunity.

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What Happens When the Robots Take Over?

AI and automation could usher in a new economic era – and that might not be a bad thing.

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Woman checking phone during morning commute
Financial Insights in the Palm of Your Hand

Through Baird Online, you can track your finances and see the big picture.

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Couple driving in a convertible with passenger hands in the air
Tips for the Empty Nester Investor

For years, you’ve selflessly supported your children – but now, how can you start prioritizing yourself?

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Couple meeting with Baird financial advisor

Meet the Team Around the Team

Your relationship with your Financial Advisor team is sacred bond – a trusted relationship with experienced professionals who are dedicated solely to your best interests and goals. But they aren’t doing it alone. They have a whole team of experts – many of whom you might never meet – who are just as committed to seeing you succeed.

Learn More About the Team Around the Team