Understanding tax reform

Fidelity experts dig into policy, investment, and tax implications of the law.

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Key takeaways

  • Washington passed the most sweeping tax reform in 30 years, changing the outlook for deductions, income tax rates, and corporate taxes. 
  • Tax reform could help economic growth, but only moderately, and should help earnings, providing support for stocks generally. 
  • Individual taxpayers should review their deductions and look at new opportunities for education funding.

In December, legislators in Washington completed months of negotiations and passed the most comprehensive tax reform in decades. What was included? What will it mean for businesses and investments?

To discuss these questions, and more, Fidelity brought together a panel of professionals:

Andrew Schreiner, senior vice president in Fidelity Public Policy and Government Relations
Alice Joe, vice president of government relations
Jurrien Timmer, director of global macro in Fidelity's investment division
Ken Hevert, senior vice president of retirement and income solutions

Read the full transcript (PDF)

Next steps to consider

Make an appointment to talk with a Fidelity advisor.

Learn about Fidelity's Personalized Portfolios.

Explore strategies to help reduce taxes on income, investments, savings, and more.

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