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Financial and Tax Planning To-Do's Before Year-End

Tips for both pre-retirees and retirees.

Christine Benz: Hi, I'm Christine Benz for Morningstar. We're in the fourth quarter and that means the clock is ticking on the 2021 tax year. Joining me to discuss some year-end tax and financial planning to-do's is Tim Steffen. He is director of tax planning for Baird.

Tim, thank you so much for being here.