The Tax Cuts and Jobs Act was signed into law on December 22, 2017, and most of its key provisions are now in effect. The law effectively overhauls the tax code and can have implications for your retirement plan, estate plan, education savings, and more.

Download β€œTax Reform Is Here!” for a review of the items you should know about.

If you have more questions about how the new law might impact your financial plan, give us a call at 704-490-411