I know that many of my clients have been reading and talking about the tax reform that Congress recently passed—which is the most significant tax overhaul in decades, the Tax Cuts and Jobs Act.
You may be seeking some clarity on the changes and how they may impact you. I have included this guide from Fidelity to help you understand how the Tax Cuts and Jobs Act could influence the economy and asset markets.
If you have any questions about your current portfolio or would like to discuss this email further, please feel free to contact me at 775-789-3140.
All the best,
Steve Lindquist is a registered representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Registered address: 9600 S McCarran Blvd., Reno NV 89523.
Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency. No credit union guarantee. May lose value.
Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer’s official statement and should be read carefully before investing.
Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investing in any state’s 529 Plan.