Retirement income planning is more than just understanding the rules around contributing to, and withdrawing from, savings plans. We develop a strategic approach to turning  savings into a regular income stream.

We help clients navigate the ever-changing rules regarding how to access different investment accounts and trusts, and the tax rules associated with those accounts. After a lifetime of accumulating assets, understanding the most efficient way to use those assets is not always clear without deeper analysis.

Equity compensation usually comes with unique rules, tax implications, and liquidity challenges, so it’s important to take a strategic approach to these benefits and incorporate them into a broader wealth management plan.

We work with clients to design a strategy centered around the specifics of their company's compensation structure for stock options, restricted stock units, and bonus payouts.

By serving in a pivotal, once-in-a-lifetime transaction for many entrepreneurs, The Paulson Group recognizes the delicate nature of monetizing illiquid assets.

Whether clients need a succession plan, perspective on valuation, or in-depth advice regarding a sale, purchase, or other transition, Baird can assist in developing the appropriate structure, value-enhancement strategy, and timely execution for businesses.