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.
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.