THE WEALTH STRATEGIST
March 29, 2007  Volume 2 | issue 6
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The Dreaded Alternative Minimum Tax

Barbara A. Reilly, CPA, CSA

When does it apply and can you avoid it?  The alternative minimum tax (or AMT) is an extra tax many individuals must pay on top of the regular income tax. The original idea behind this tax was to prevent people with very high incomes from usi...

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A Face-Lift for High-Yield Bonds

Steven T. Merkel, CFP®, ChFC

If you’re like many savvy investors, you’re always seeking ways to improve your portfolio returns.  One thing that many investors learned during the bear stock market of 2000 thru 2002 was that you can lose a lot of money if you are poorly di...

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