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Tim Steffen: Smart Tax Moves for 2024 and Beyond

Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.

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Tim Steffen: Tax-Saving Strategies for a Falling Market

Baird's director of tax planning discusses tax-loss selling, Roth conversions, and the new rules for inherited IRAs.

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