Videos: Baird’s Tim Steffen Discusses Tax and Social Security Planning Strategies with Morningstar

December 4, 2013

Tim Steffen, CPA/PFS, CFP®, Director of Financial Planning at Baird, recently sat down with Christine Benz, Director of Financial Planning for, to discuss tax and Social Security planning strategies. In the first video, he talks about why it makes sense for many individuals to delay taking their Social Security benefits, from age 62 to 70, to increase the cumulative benefit they will receive over their lifetime. In the second video, he discusses new tax rates that go into effect for the tax year 2013 and the impact they will have on high-income taxpayers specifically.


Watch the videos:

Social Security Planning Strategies

Tax Planning Strategies