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.