Video: Baird's Tim Steffen Discusses Year-End Tax Planning with Morningstar

Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Financial Planning, discusses key planning items investors should have on their radar as the 2015 tax year winds down with Christine Benz, Director of Financial Planning for Morningstar.com. He shares his views on tax-loss selling, Roth recharacterizations and gifting strategies such as a qualified charitable distribution, as well as shares perspective on how an election year might impact investors.

For more information, watch the video.