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Baird Digest

News and Perspective for Growing and Preserving Your Wealth

WINTER 2025

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Featured Story: Taking a Closer Look at 2025

While Strategas’ experts are optimistic about the economy in 2025, there are still a few risks to be mindful of.

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Couple review notes

Letter from Leadership: Planning Beyond the Tax Cuts and Jobs Act

Our latest Letter From Leadership reflects upon the need to maximize your planning options.

Key Dates for You

January – April 2025

JANUARY 1 – MARCH 31
If you missed your initial enrollment period, this is the general enrollment time frame for Medicare.

JANUARY 31 – APRIL 30
Baird mails clients all 2024 tax documents. Visit Baird's Tax Information Center for specific mailing dates.
April 2025

APRIL 1
Deadline for those who turned 73 during 2024 to take their required minimum distribution from their retirement plans. Also the deadline to take a 2024 RMD from an employer plan for those who retired in 2024 and were at least age 73. Future distributions must be taken by December 31 of the year for which they apply.

APRIL 15
Individual tax returns for 2024 are due. You may also request an automatic six-month extension to file, but any tax owed is still due by this date.

First-quarter 2025 estimated tax payments, plus contributions to IRAs, Roth IRAs and Health Savings Accounts for 2024, are also due.

More Articles From the Latest Issue

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Four Economic Trends To Watch For in 2025

The macroeconomic experts at Strategas, a Baird Company, identify four themes that could play out in 2025 and beyond.

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Choosing the Right Trustee for Your Legacy

Does your trustee have the time, skills and wisdom needed to fulfill your wishes?

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2025: The Year of Intentionality

How could the 2025 changes in Washington impact your personal wealth plan?

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From Allowances to Income: Teaching Kids Fiscal Fitness

How you can empower your kids to make positive financial decisions well into adulthood.

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