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Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and

retirement planning for Morning Star. And I'm Jeff Battack, Chief Ratings Officer for Morningstar

Research Services. Today on the podcast, we welcome back Tim Steffen. Tim is Director of Advanced

Planning for Baird. In that role, he researches, writes, and speaks about various planning

and tax matters, including researches, writes, and speaks about various planning and tax matters,

including retirement planning, executive compensation, legislative changes, and overall best practices.

Tim originally joined Baird in 1999, serving in a variety of planning-oriented roles.

He left Baird in 2019 to join the advisor education team at Pimco, then

returned to Baird in 2021. Prior to 1999, Tim worked in Arthur Anderson's private client services

group. He earned his bachelor's degree in accounting from the University of Illinois. He's a

certified public accountant, personal financial specialist,

a certified financial planner professional, and a certified private wealth advisor professional.

Tim, welcome back to the Longview. Thanks, Christine. Thanks for having me.

Well, thanks for being here. So we want to talk about 2024. We're taping this in late

2023, but we want to look forward to next year.

There are a whole bunch of inflation adjustments going into effect in 2024, affecting the standard

...