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More and more taxpayers are becoming subject to the alternative minimum tax—and if you're not careful, your investment strategies might inadvertently trigger the AMT for certain clients. Here's what you need to know when planning for clients near or over the edge.
This handy overview covers what you need to know to do some long-term planning, including retirement plan contribution limits, Social Security changes, tax rates, estate tax exclusions, income exemption phaseouts, and much more.
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