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

Are U.S. treasury bonds a good long-term investment?

For a long-term investment, I strongly recommend prioritizing the structural flexibility of Series I savings bonds over fixed-rate T-bonds or CDs. While fixed rates offer simplicity, they carry the si…

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Assessing if buying bonds is timely for investors

If your primary goal is capital preservation coupled with guaranteed, albeit non-marketable, interest payments, assessing bond investments requires comparing current composite rates against expected i…

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Understanding if municipal bonds are a good investment

Municipal bonds can be a cornerstone of a diversified portfolio, but they should always be evaluated alongside other fixed-income vehicles like U.S. Treasury securities depending on your specific tax …

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Taxability of government and corporate bonds

For understanding bond taxability, you must first distinguish between the federal status of the income stream rather than merely comparing government bonds to corporate ones; the state-level exemption…

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A guide to purchasing treasury securities

When evaluating U.S. savings bonds, Series I bonds generally represent the more robust long-term choice due to their explicit inflation protection component; if maintaining purchasing power over a dec…

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Strategies for buying investment grade bonds

If you are looking for a simple, federally backed way to earn interest while minimizing market risk and maximizing exposure to inflation protection, purchasing Series I savings bonds is generally an e…

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