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Find out how easy it is to bring your orphaned retirement assets home today.

Send us an email to find out more.

Don’t orphan your retirement assets. Let Baird bring them home for you.
 

It can happen when you change jobs or suddenly leave the workforce. It can even happen if you have more than one bank or financial service provider. Sometimes without even realizing it, you can wind up with assets in multiple retirement accounts.

There are a number of reasons why this isn’t a good idea, ranging from the possibility you might forget about that former employer’s plan to the very real likelihood that your total retirement assets aren’t working together efficiently toward your goals.
In this light, there are obvious advantages to consolidating your retirement assets, including:

      • Greater control – Bringing all of your assets together under one IRA account umbrella lets
        you decide how they are invested
      • Reduced fees – Multiple accounts means multiple fees and, conversely, consolidation can
        offer instant savings
      • One statement – Staying on top of your progress toward your goals is much easier with just
        one report to digest
      • Ease and flexibility of distributions – At age 70½, those calculations will be easier with just
        one account to draw from
      • Estate planning – Having one beneficiary form for your retirement assets will simplify the transfer
        of assets to your heirs

And there are even more advantages to rolling over your retirement assets with Baird, including:

      • Broader investment choices – Baird’s industry relationships provide access to a wider range of
        investment types and vehicles
      • Convenient access – Through Baird Online, you can access your account 24 hours a day, seven
        days a week
      • Integrated planning – Your retirement assets become part of the comprehensive financial plans
        you make with your Baird Financial Advisor, who can help you ensure your investment selections
        and allocations accurately reflect an understanding of your current situation and long-term goals.
      • No fees for a year – Roll over retirement assets from another account into a Baird IRA and we’ll waive
        the first year’s account fees
Send us an email to find out how easy it is to bring your orphaned retirement assets home today.

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