About this episode
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.
In this episode you will learn:
- The federal tax-exempt status of municipal bond interest.
- How state and local taxes apply to in-state versus out-of-state bonds.
- How to calculate the tax-equivalent yield to compare muni and corporate bonds.
- The role of the Alternative Minimum Tax (AMT) for private activity bonds.
- The important distinction between tax-free interest and taxable capital gains.
For more resources visit https://open-exam-prep.com/ and connect on LinkedIn at https://linkedin.com/in/chenran818
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