Episode 29 : 05/17/2017

Tax and policy implications for tax-free fixed income

tax-policy-podcast-header

Rob Wimmel

Head of Municipal Fixed Income
Portfolio Manager
BMO Global Asset Management

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Manager – Sales Strategy and Support
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Tax and policy implications for tax-free fixed income

How will proposed US tax and spending policies impact tax free investors this year or in the future? On today’s show, we take a look at the municipal bond market in the US and three major areas that might change the landscape of tax free investing:

1. The repeal and replace of the Affordable Care Act (known as Obamacare)
2. An infrastructure spending bill at the federal level
3. A proposed overhaul of the federal tax code

Our guest is Rob Wimmel, head of Municipal Fixed Income for BMO Global Asset Management. Join us as we discuss the future of municipal’s tax-exempt status and how to talk to your clients about this current issue.

In this episode:

  • The realities of the municipal market
  • How corporate tax rate changes can have an effect on tax free investing
  • What the implications of interest rates hikes are for this market
  • What investors and advisors should do when looking at the current political news and market trends

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