Investment Read Time: 3 min Key Money Moments: 4 Times You Should Talk to a Pro Related Content Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT. Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA. Alternative Investments - Going Mainstream Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.