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Episode
The Long View: Tim Steffen - Smart Tax Moves for 2024 and Beyond
Views
9K
1.0× the show’s average
Episode9K
Show avg9K
Published
2y ago
Dec 20, 2023
Length
55m
show avg 47m
From the show
Description
Baird's director of advanced planning discusses SECURE 2.0 changes phasing in in 2024, as well as strategies for Roth conversions and tax-savvy portfolio management.
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