I aim to help you save on taxes and money management costs. I graduated from Harvard in 1973, have been a journalist for 48 years, and was editor of Forbes magazine from 1999 to 2010. Tax law is a frequent subject in my articles. I have been an Enrolled Agent since 1979. Email me
43,996 viewsDec 3, 2023
Is It Time To Convert Your IRA To A Roth?
If you have a big wad in a pretax IRA, sit down with your accountant now.
29,685 viewsNov 25, 2023
Year-End Tax Trouble—And How To Avoid It
Some mutual funds cause year-end tax pain with their capital gains. Here are the offenders—and preventive steps to take.
37,785 viewsNov 15, 2023
Inflation Isn’t Over. Do You Dare Buy A Long Treasury?
Two veteran rate watchers offer dramatically different takes on a risky security: the 30-year Treasury.
30,449 viewsOct 19, 2023
Closed-End Funds: How To Find Bargains And Avoid Disasters
The $220 billion closed-end universe has a fair number of good buys and a few really bad ones. There’s a formula to help you tell the difference.
