TITLE

AMT AND SOCIAL SECURITY COMPLICATE BOND SECURITIES

AUTHOR(S)
Sanders, Debra L.
PUB. DATE
April 1995
SOURCE
Journal of Financial Planning;Apr95, Vol. 8 Issue 2, p72
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Careful attention should be paid to whether municipal bonds properly belong in an investor's portfolio. This article analyzes how to make this evaluation when municipal bonds or funds are exempt from state income taxes, when they are subject to state income taxes, or when the alternative investment is a Treasury bond. A worksheet approach illustrates how investors may decide between municipal bonds or alternative investments if their Social Security benefits are taxed. Further, this article analyzes how to decide whether to acquire municipal bonds if investors are subject to the alternative minimum tax.
ACCESSION #
5559607

 

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