What's inside the latest tax bill?

Plus, get retirement income and the latest on CDs vs. Treasurys.

May 29, 2025 View in a browser

FIDELITY VIEWPOINTS® WEEKLY EDITION: May 29, 2025

What’s inside the latest tax bill? From SALT to savings, big changes are on the table. Here’s what could impact your taxes in 2025. Get the scoop A guide to steady retirement income Learn how income annuities can create a “retirement paycheck.” Get started CD vs. Treasury: Which might be right for you? Higher yield and principal protection or liquidity and tax benefits—you decide. Research options Active investing, ETF simplicity Fundamental ETFs can unlock investing wisdom from active equity managers. Research options A Roth option for high earners If you make too much for a Roth IRA, you could consider a “mega backdoor” Roth strategy. Explore how Market Sense: 2025 Midyear Outlook The first half of 2025 has been anything but predictable. Join Fidelity leaders on June 3 at 2:00 p.m. for a conversation about the risks and opportunities that could appear in the second half. Register now to save your spot. Register now

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