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The Long View

Tim Steffen: Smart Tax Moves for 2024 and Beyond

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 19 December 2023

⏱️ 55 minutes

🧾️ Download transcript

Summary

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.

Transcript

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0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York. Purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:33.0

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

0:37.5

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

0:42.2

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

0:48.5

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

0:53.8

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

0:55.2

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

1:02.4

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

1:08.1

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

1:13.3

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

1:20.2

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

1:25.3

certified public accountant, personal financial specialist,

1:28.7

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

1:34.0

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

1:38.4

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

1:43.8

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

1:46.2

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

...

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