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Letter From Mike Schroeder
PWM President Mike Schroeder on the significance of Baird's 100th anniversary.
The Past Is Prelude
It's not so much the number of years as it is the successes we've helped our clients achieve. As we look back on our 100-year history, we reflect on the principles that guided us in 1919 and still steer our firm today.
Planning Calendar
JANUARY 1 – MARCH 31
- General enrollment period for Medicare for those who missed their initial enrollment period.
FEBRUARY 15
- First wave of 1099s issued by Baird for accounts holding individual equities, bonds or mutual funds providing final tax information.
MARCH 1
- Second wave of 1099s issued for accounts holding mutual funds, ETFs and REITs providing final tax information.
MARCH 15
- Final wave of 1099s issued for the remaining accounts including accounts holding REMICs or WHMTs.
APRIL 1
- Deadline for those who turned 70½ during 2018 to take their IRA required minimum distribution. In some cases, RMDs from employer plans may be delayed if the employee is still working.
APRIL 16
- Deadline to file 2018 tax returns or apply for an automatic six-month extension.
- Contributions to Traditional and Roth IRAs for 2018 are due.
2019 Market Outlook
Baird's Investment Strategy Team makes the case for caution and patience in the New Year.
2019 Planning Perspective
Baird's Director of Advanced Planning considers how a divided Congress could affect your financial plans.
Be a Good Partner to Your CPA
Advice for keeping the tax return preparation process simple and cost-effective.
What Women Need to Know About Social Security
Tips for women looking to maximize their Social Security benefits.
Wealth Management in Real Life
A new Digest feature that helps readers tackle their most pressing wealth management concerns.
A Smarter Way to Give
With donor-advised funds, you can respond to a natural disaster in a way that fits your broader financial plans.
Don't Put Off Your Estate Plan!
No matter the size of your family or bank account, the conversation about estate planning needs to be had.