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

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

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and Jackson National Life Insurance Company of New York.

Purchase New York.

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

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 Morning Star Research Services.

Our guest on the podcast today is Tim Steffen, Director of Tax Planning for Baird. In his role,

Tim researches, writes, and speaks about various 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, most recently as Director of Advanced Planning. 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 to the Longview.

Thanks for Steve for having me.

Looking forward to this.

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