Video: Tim Steffen Discusses How Tax Changes May Impact Retirees and Pre-Retirees on Morningstar

Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, discusses how the new tax laws have some far-reaching implications for retirees and pre-retirees in an interview with Christine Benz from Morningstar.

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