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Letter From Mike Schroeder
Reflecting on Baird's first 100 years.
2020 Market Outlook: Tacking Into The Wind
After ten years of enjoying the longest bull market in history, where do investors go from here? Based on what the current market is telling us, Baird investment strategists Bruce Bittles and William Delwiche think that what's worked in the past might underperform in the future.
Planning Calendar
JANUARY 1 – MARCH 31
- General enrollment period for Medicare for those who missed their initial enrollment period.
FEBRUARY 18
- Baird issues the first wave of 1099s for accounts holding individual equities, bonds or mutual funds whose final tax information has been provided.
MARCH 2
- Baird issues the second wave of 1099s for accounts holding mutual funds, ETFs and REITs whose final tax information was provided after the previous update.
MARCH 16
- Baird issues the final wave of 1099s for the remaining accounts holding mutual funds, as well as for any accounts holding REMICs or WHFITs.
APRIL 1
- Deadline for those who turned 70½ in 2019 to take their required minimum distribution from their IRA.
APRIL 15
- 2019 tax returns are due – or, if needed, applications for an automatic six-month extension.
- 2020 first-quarter estimate tax payments are due.
- Final 2019 contributions to IRAs and Coverdell accounts are due.
For the latest information about your tax statements and important deadlines, visit bairdwealth.com/taxes.
Make Socially Responsible Investing Work for You
Portfolio decisions that can do some good in the world.
Revisiting Your Financial Plan
Milestones that should trigger a second look at your existing financial plans.