Baird's Tim Steffen Discusses Tax Actions to Take Before Year End with Morningstar

With the tax law set to change in 2018, Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird's Director of Advanced Planning, discusses moves investors should consider making before the end of the year with Morningstar’s Christine Benz.

For more of Tim’s insights, view the full interview below.