Real Advice For Real People.
With over 120 years of combined wealth management experience, The Schutz Perigo Group serves clients located across the country to build, protect, and eventually transfer wealth in the most responsible and efficient ways possible. We work diligently with clients to prepare comprehensive financial plans and investment solutions tailored to their individual needs. You only get one chance at retirement – we encourage you to make sure you’re working with the right professionals to ensure yours is a success!
s you probably know, David teaches several retirement planning and Social Security classes at USI each year. These classes cover a variety of topics, including estate planning, investments, taxes, education planning, Medicare, and much more. The Passport to Retirement class offers 7.5 hours of in-class instruction over a three week period. These classes also offer CPE credits for accountants.
As a result of the pandemic, we taught our first virtual class based around Social Security. We received very good feedback from attendees who enjoyed not only the safety from being virtual this year, but also the convenience of being able to watch from the comfort of their home.
We decided that we would try something new, which is an education series covering a variety of topics we believe are most useful. John and David have recorded several videos that you can watch at your convenience if it is something that interests you. The first one recorded talks about some of the basics of estate planning. A link is included below if you would like to watch.
Michelle Vanover and Kim Vollman go over updated Required Minimum Distribution details for 2022, as well as 529 information, Qualified Charitable Distributions from IRA, Roth Conversions, and other tax related information. This video is a must if you want an annual reminder or an update on changes in processing.
A full listing of the 2022 Barron's Top 1200 Financial Advisors is available here: https://www.barrons.com/advisor/report/top-financial-advisors/1000
A full listing of the 2022 Forbes "Best in State" Advisors is available here: https://www.forbes.com/best-in-state-wealth-advisors/#7062e617291d
In this 26 minute video John and David discuss opportunities that you can discuss with your tax preparer, including tax brackets, capital gains and qualified dividends, and many other topics. They also provide some suggestions for possibly reducing your taxable income. David & John also provide examples of how the information may apply to you.
Baird does not provide tax or legal advice. Please consult your legal or tax professional for specific information.
In this 37 minute video John and David discuss opportunities related to Roth 401(k)'s, Roth IRA's and why a Roth conversion might be right for you. They talk about tax implications of Roth contributions, as well as conversions. There are also many things to consider when looking at a Roth conversion. Finally, they discuss how our planning program can help you and your accountant to determine if a conversion is right for you.
This 15 minute video will go over your options for health insurance if you decide to retire early and don't have access to Medicare yet.
Many people often wonder what the current tax brackets are, or what various deductions or limits are for filing taxes. We have much of the information you might need in two quick, concise tables. One is the Key Financial Data for 2022 and the other in a Quick Reference Guide for Medicare. Both are attached here. Please feel free to contact our office if you have any questions about the information contained.
R.W. Baird does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.
Have you ever wondered if you are missing any imporant dates during retirement? Would you like a reminder of birthday milestones - such as when you can take distributions from your IRA's or retirment plans? We can help you out. Check out this all new 2022 Retirement Calendar Checklist. It will help you keep your quarterly and annual tasks "front of mind". We hope you find this checklist helpful.
2022 Retirement Calendar Checklist
From day one, we’re an advocate for you and your legacy. We believe in your success because we know how hard you’ve worked to get here, and we’re confident about everything you will accomplish in the future. Through life’s ups and downs, we will always be here for you with everything you need to plan for you and your family today and tomorrow.
Want to learn more about us? Explore the process, values and experience we use to help you get where you are going.
Our team creates thoughtful financial strategies that are uniquely tailored to your needs and goals.
Our education and industry experience have perfectly prepared us to guide you.