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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.
Long view
United states
New york
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Christine benz
Jonathan raymon
Alex durante
Scott grenier
Jeff ptak
David tony
Jim probasco
Tim steffen
Kelleyr taylor
Amy arnott
George castady
Michellep scott
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