Time to Get It Together (Tax Planning, That Is)

Baird’s Tim Steffen offers some pointers on managing capital gains, taking a multiyear approach to income tax planning, and managing your tax liability in retirement.

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Video Transcript

Christine Benz: Hi, I’m Christine Benz for Morningstar.com. As the 2014 tax year winds down, what key planning items should investors have on their radar? Joining me to discuss this topic is Tim Steffen; he’s director of financial planning for R.W. Baird. Tim, thank you so much for being here.