Retirement Insights

Read our latest insights, retirement plan news, and rate
information to help you plan successfully for your financial future.

Social Security
A Key Tax Strategy in Volatile Times May 11, 2022

A Key Tax Strategy in Volatile Times

To say 2022 has been volatile may be the biggest understatement yet. Many advisors look to tax-loss harvesting as a strategy to take advantage of the rocky equity markets. It can be a valuable silver lining in times where optimism is scarce.

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Social Security
It's Not Different This Time May 03, 2022

It's Not Different This Time

On Wall Street you’ll often hear the phrase “it’s different this time” to describe what’s going on. More often than not that statement is correct. There’s a confluence of events that are impacting the market and you need to understand that each situation is unique

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Social Security
Congress Likely to Act on Retirement Legislation Apr 26, 2022

Congress Likely to Act on Retirement Legislation

Congress is looking to build on 2019 efforts to expand employees’ access to retirement plans and to increase retirement savings. The House recently passed retirement legislation with an overwhelmingly bipartisan vote and we expect the Senate to act later this year.

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Social Security
March 2022 Chevron Segment Rate Summary Apr 20, 2022

March 2022 Chevron Segment Rate Summary

Will your June Chevron lump sum increase or decrease over May?

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Social Security
Estate Planning: Documents Every Adult Should Consider | Baird Retirement Management Apr 12, 2022

Estate Planning: Documents Every Adult Should Consider | Baird Retirement Management

Every adult, regardless of age or wealth, should have an estate plan.

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Social Security
​Four Tips to Tax-Efficient Investing | Baird Retirement Management Mar 30, 2022

​Four Tips to Tax-Efficient Investing | Baird Retirement Management

Is your portfolio tax-efficient? Here are four ways tax-smart investing can potentially help you keep more of what you earn.

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Social Security
February 2022 Chevron Segment Rate Summary Mar 23, 2022

February 2022 Chevron Segment Rate Summary

Will your Chevron lump sum increase or decrease in May?

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Social Security
How to Deal With the Inevitable Volatility Mar 15, 2022

How to Deal With the Inevitable Volatility

Though they can be painful, market corrections are a natural and necessary part of long-term investing.

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Social Security
Strategies for Moving from Retirement Asset Accumulation to Distribution Mar 08, 2022

Strategies for Moving from Retirement Asset Accumulation to Distribution

This video discusses considerations for retirees as they move from the accumulation phase to the distribution phase of their retirement assets.

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