Better conversations. Better outcomes. | Presented by BMO Global Asset Management

29 Tax and policy implications for tax free fixed income


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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.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/tax-and-policy-implications-for-tax-free-fixed-income/.

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Better conversations. Better outcomes. | Presented by BMO Global Asset ManagementBy Ben D. Jones and Emily Larsen with BMO Global Asset Management

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