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Investing Specialists

What the Tax Package Means for Your Financial Plan

Implications for taxable investors, Roth IRA converters, college savers, and more.

Much of the tax legislation that's currently on the precipice of passing through Congress centers around reducing tax rates for corporations and small businesses structured as pass-throughs. But plenty of the bill's provisions touch individuals, too. On Friday, a conference version of the bill was released to the public. 

Of course, nothing is final until both houses of Congress vote on the bill and the president signs it into law; we'll be providing more updates and guidance as we get new information. But as of this writing, here are some of the key provisions that relate to financial and investment planning for individuals.