"we don’t trust the bureaucrats to leave the CPI-U alone" It's not the bureaucrats who will be meddling with the…
yes, couple years ago....paper form and medallion stamp front bank....it was quick...about three weeks in on
Your points about govt really miss the mark. Govt doesn't care? Most govt employees do care, and want to do…
It's going to be interesting as well with sole proprietorship accounts. Many individuals may have multiple TD accounts.
Category Archives: Taxes
A retirement planning expert dives into the Big Beautiful Bill
By David Enna, Tipswatch.com Just to give you an idea of how complicated taxes are: For my last post, discussing the tax on Social Security benefits, I made 27 edits and revisions within a day of publishing as I received … Continue reading
Posted in Retirement, Social Security, Taxes
Tagged finance, financial-planning, investing, personal-finance, Retirement
7 Comments
No tax on Social Security benefits? Not quite true.
By David Enna, Tipswatch.com I sometimes watch too much CNN (stop me!) and on Thursday I heard Republican members of Congress repeatedly state that the just-approved Big Beautiful Bill would eliminate the tax on Social Security benefits, fulfilling a campaign … Continue reading
Posted in Medicare, Retirement, Social Security, Taxes
Tagged finance, personal-finance, politics, Social Security, Taxes
77 Comments
My schedule, and what’s coming next
Plus, a few other thoughts on a changing Treasury market. By David Enna, Tipswatch.com Long-time readers of this site know what that headline signals: I am on the move. Over the next 3+ weeks I will be traveling in Argentina … Continue reading
Posted in Federal Reserve, Inflation, Investing in TIPS, Medicare, Retirement, Social Security, Taxes
18 Comments
The unique serenity of holding TIPS at TreasuryDirect
By David Enna, Tipswatch.com Want to find your happy place? Sometimes you have to go your own way. The consensus advice is to buy individual Treasury Inflation-Protected Securities in a tax-deferred account, most likely a traditional IRA. These bonds pay … Continue reading
Posted in Cash alternatives, Inflation, Investing in TIPS, Retirement, Taxes, TreasuryDirect
36 Comments
TreasuryDirect tax forms: How to find the 1099s, decipher them
By David Enna, Tipswatch.com If you are an account holder at TreasuryDirect, one of your “duties” each January is to go on a hunt for your 1099s, the extremely important (and ruthlessly obtuse) tax forms the Treasury hides away deep … Continue reading
Posted in EE Bonds, I Bond, Investing in TIPS, Savings Bond, Taxes, Treasury Bills, TreasuryDirect
45 Comments
Treasury Inflation-Protected Securities 
You may think we are not “obliged” to rely on the government for social security and Medicare, but we are…