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Year-End Taxes for Retirees

What's different in 2020?

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.

Christine Benz: Hi, I'm Christine Benz for Morningstar. We're coming into the home stretch of 2020, and that gives retirees a little bit more time to improve their tax position for the year. Joining me to share some strategies on that front is Tim Steffen. He is advisor education senior consultant for Pimco.