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What to Know About Year-End Tax Planning

Baird's Tim Steffen discusses what's different this year with refunds, property taxes, medical deductions, and more.

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. As we're well into the fourth quarter, many investors are thinking about year-end tax planning. I'm here today with Tim Steffen, he is the director of advanced planning at Baird, to look at some topics.

Tim, thanks for joining me.

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