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Dan the Tax Man

Dan the Tax Man
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I am a 36 year old finance manager at a health IT company. I have been investing in mutual funds for 18 years, and am a CPA. I have been investing in stocks for 7 years. I am married with two kids, ages 1 and 3.

My interest in investing is primarily related to retirement and the tax consequences of certain transactions, as well as retirement accounts such as IRA's, Roth IRA's, and 401(k)'s. My goal is to maximize my returns while minimize my income taxes over the very long term.

My main stocks of interest are AAPL, PM, T, PG, and EOG.
  • Description: Full-time Investor. Trading frequency: Monthly
  • Interests: Dividend stock ideas & income, Energy stocks, Retirement savings
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