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Baird’s Retirement Guide for Women Thumbnail

Baird’s Retirement Guide for Women

While financial goals are generally similar regardless of gender, we know that women often face unique challenges that make retirement planning different. Join Heather Osborn as we discuss some of these factors and, more importantly, what you can do about it.

Tax Planning Under the Secure Act Thumbnail

Tax Planning Under the Secure Act

The Secure Act of 2019 changed the way retirement accounts are funded, distributed and passed to the next generation. This session will go through the key provisions of the act, including the most recent IRS announcement, and review ways an account owner and beneficiary can mitigate the impact of the new 10-year distribution rule.

Equity Compensation Thumbnail

Equity Compensation

Companies today are using equity compensation as a powerful way to attract high-quality employees and to cultivate an engaging and productive workforce. This type of compensation can take many forms, including stock options, restricted stock, and performance shares. Each form comes with unique rules, tax implications and liquidity challenges. Employees who participate in their company's equity compensation plan may understand the importance of their participation, but lack proper understanding of the benefits or how to maximize their value in the context of their unique situation.

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