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1-800-367-2663

AMT Bonds are on Sale Investor Strategy

Home > News and Perspectives > AMT Bonds are on Sale Investor Strategy

<h3>Terry O'Grady</h3>

Terry O'Grady

Are you subject to the Alternative Minimum Tax (AMT)? If not, there are exceptional opportunities available right now.

The number of taxpayers subject to the AMT is rising dramatically. More than 3 million people were subject to the AMT last year, and by next April, that number is expected to soar to about 23 million.

As a result, more investors are being forced to sell their municipal bonds that are subject to this prohibitive tax. These forced liquidations, combined with the shrinking demand for these securities, have created a unique buying opportunity for investors who are not paying taxes by the AMT method.

To buy AMT bonds and take advantage of higher yields, or to learn more, browse our offerings or speak to a bond specialist by calling 1-800-FMS-BOND (367-2663).

Oct 15, 2007

Please note that all investing entails risk. Fixed income securities are subject to risks that will affect their value prior to maturity. Some of these risks can be related to changes in market conditions, issuer creditworthiness, and interest rates. This commentary is not a recommendation to buy or sell a specific security. All references to tax-free income refer to U.S. federal income tax. Income earned by certain investors may be subject to the Alternative Minimum Tax (AMT), and or taxation by state and local authorities. Please consult with your tax professional prior to investing. For more information on these topics please click on the “Bond Basics” link below or search by keyword at the top of this page.