IRA
Changing jobs? Retiring soon? Consolidate your retirement accounts and we'll waive your annual IRA account fees for the first year.


Send us an email
to find out more.
Consolidating retirement accounts is free and easy at Baird.
 
Changing jobs? 
Suddenly leaving the workforce?
Losing track of accounts across multiple banks or financial services providers?

There are many reasons why people end up with multiple retirement accounts. Fortunately, consolidating retirement accounts at Baird can provide you greater control over your assets, compound growth, reduce fees and paperwork, and make future distributions easier. Other benefits include:

    • No fees for a year – Roll over retirement assets into a Baird IRA by December 1, 2012, and we’ll waive all annual IRA account fees for the first year.

    • Investment flexibility – Baird’s industry relationships provide access to a wide range of investment types and vehicles for your retirement savings.

    • Simplicity – You’ll have fewer statements and tax forms to review, and all your information will be in the same place.

    • 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 reflect your current situation as well as your long-term goals.
Send us an email to find out how easy it is to roll over at Baird.

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