Take Action on These Tax Tasks Now
With tax law set to change in 2018, Baird's Tim Steffen says investors should consider these moves before the end of the year.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. The tax package is set to go into effect next year, but individuals in certain situations will want to take action in 2017 to reduce future tax bills. Joining me to share some tips on that front is Tim Steffen. He's director of advanced planning for Baird.
Tim, thank you so much for being here.