David Beck, CFP

Life's twists and turns don't stop just because you're retired. A little planning could give you the financial flexibility you need to take on whatever comes your way. https://bit.ly/3hk0uCN

Baird's Director of Tax Planning Tim Steffen is quoted by CNBC in their recent article "One simple investing move can set you up for huge returns and minimal tax bill"

One simple investing move can set you up for huge returns and a minimal tax bill Roth conversions may make a lot of sense for investors looking to shield portfolios from big tax bills in the future.

A hearty congratulations to Laura Thurow, Baird’s Executive Director of Wealth Solutions and Operations, and Katie Costigan, Market Director, who were recently honored as ‘Women to Watch Allyship Champions’ by . The Allyship Champion award recognizes women who demonstrate exceptional allyship for women within their workplace, industry, and community. https://bit.ly/3UIYou5

“The bottom line is that there is no need to take inherited IRA RMDs for this year if you were following the 10-year rule [and intending to back-load withdrawals]. There is no risk of facing a penalty for missing those RMDs this year.” - Tim Steffen, Baird Director of Tax Planning, provides his insights on the IRS' new RMD guidelines.

IRS’ New RMD Guidance Brings Relief to IRA Beneficiaries — for Now | ThinkAdvisor While uncertainty remains on future RMDs, the IRS announcement gives advisors and clients more room for planning.

In the latest Washington Policy Research, Strategas explores the policy implications of the 2022 Midterm Elections.

Policy Implications of the 2022 Midterm Elections Congress will likely be closely divided in 2023, increasing the need for compromise to enact policy.

We're so thankful for the amazing women who helped shape Baird’s history. They have led with passion, vision and wisdom. These traits are shared by women at all levels of the firm. Together we serve the financial needs of an ever-increasing number of women clients whose unique definitions of success and personal visions for the future give us purpose. Today and everyday, we celebrate your stories. https://bit.ly/3OFGkiY