Not to beat a dead horse but before I early redeem years of IBonds or move forward under the increasing…
Just looked it up: for 2013 VIPSX - just shy of -9% total return. Meaning it lagged "flat to inflation"…
Rocky, I did not. Probably the reply depth limit meant I did not get the usual mail on it (as…
TLDR every single comment. However, no where did I see anyone discuss the TD beneficiary limitations. Specifically, unlike 'normal' financial…
Category Archives: Estate planning
TreasuryDirect provides more guidance on ID.me transition
By David Enna, Tipswatch.com The Treasury sent an updated email over the weekend again alerting investors that TreasuryDirect will soon require using ID.me for login verification. This change has become quite contentious, accelerating since my August 17 post on this … Continue reading
Posted in Cash alternatives, Estate planning, I Bond, Savings Bond, TreasuryDirect
Tagged budgeting, finance, investing, money, personal-finance, Treasury investments
105 Comments
Wise advice: ‘Don’t die with I Bonds’
Avoid creating a complex, frustrating estate process. By David Enna, Tipswatch.com TreasuryDirect, the only source for buying and holding Series I Savings Bonds, is having quite a moment: Its customers, after years of contending with mediocre service, are enraged by … Continue reading
Posted in Cash alternatives, EE Bonds, Estate planning, I Bond, Taxes
111 Comments
Very helpful information, thanks.