Section

Tax & Accounting

Returns, receipts, deadlines and the forms behind them — written as walkthroughs you can follow line by line.

96 forms · kept by L. Barnes

All forms

By reference

Examining corporate bonds issued by insurance companies

When evaluating corporate bonds issued by insurance companies, investors must focus less on the nominal interest rate and more on the underlying solvency ratios, as these securities carry a level of i…

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Methods for investing money in municipal bonds

The most common mistake investors make when considering Treasury debt, whether they are looking at municipal bonds or other fixed-income assets, is believing that interest earned will be entirely tax-…

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Understanding the mechanics of government bonds

If you purchase a Series I savings bond between May 1, 2025, and October 31, 2025, you know that your composite interest rate will be calculated using components that include a fixed rate of 1.10% per…

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What defines and distinguishes corporate bonds?

If you are considering lending money to a corporation, you must understand the risk profile changes dramatically compared to lending it to the U.S. federal government; for instance, when one investor …

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What are bearer bonds for investors

If you are considering a U.S. savings bond, understand immediately that you are not buying or selling an investment on the stock market; rather, when you purchase one, you are making a loan to the fed…

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Understanding government war bonds

When you purchase any U.S. savings bond, you are fundamentally making a loan directly to the federal government; when that bond is later redeemed, the government promises to repay the principal amount…

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