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How the Tax Changes Affect Retirees and Pre-Retirees

Baird's Tim Steffen says the new rules on itemizing and the elimination of Roth "do-overs" are most likely to affect retirees.

How the Tax Changes Affect Retirees and Pre-Retirees

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. The new tax laws have some far-reaching implications for retirees and pre-retirees. Joining me to discuss some of them is Tim Steffen. He is director of Advance Planning for Baird in Milwaukee.

Tim, thank you so much for being here.

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