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Investors' Plans May Face Changes as Tax Bill Looms

Baird's Tim Steffen says it's too early to know for sure yet what parts of the proposed legislation will pass, but investors should be aware of the implications.

Note: The House bill as drafted would not make changes to capital gains tax brackets. This bill sets the cap gain rates at specific dollar amounts, rather than tying them to the rate brackets as the code says today. We regret the error. 

Christine Benz: Hi, I'm Christine Benz from Morningstar.com. Congress is still wrestling with the specifics of tax reform, but it's not too early for investors to consider the potential implications for their plans. Joining me to discuss this topic is Tim Steffen. He's director of advanced planning for Baird Private Wealth Management.