What is your desired monthly household income?
If you need assistance estimating your social security benefits, you can create an account on https://ssa.gov/ to view your updated social security statement or get a future estimate.
To have a comprehensive Social Security Analysis generated, please send a secure email to mhumphrey@rwbaird.com with a copy of your most recent social security statement.
If yes, what year were these documents updated? enter year
For a more thorough review of your non-Baird investment accounts, please send a secure email to mhumphrey@rwbaird.com with a copy of your most recent account statements.
Robert W. Baird & Co. does not offer tax or legal advice.