Retirement | Kevin Northup

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Relaunching Your Career: 5 Tips To Get You Started

Coming back from a career break? It may seem overwhelming, but these simple tips can help.

Your Plan to an Effective Business Sale

How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.

President Biden’s Proposed Tax Changes

While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.

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Rightsizing for Retirement

What does your home really cost?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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Articles

Navigating the Social Security Landscape

In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Bull & Baird: Anxiety

How should you be thinking about what you're seeing in the news?

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Your Plan to an Effective Business Sale

How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.

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Videos

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Rightsizing for Retirement

What does your home really cost?

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