Even if they would tweak the fixed rate calculation somehow, it's not some unprecedented breach of tradition by this administration.…
Could someone please clarify I-Bond ownership WITH spouse (including transaction authority)? I thought that would eliminate complications and long processing…
Looking for any updates to expats being able to log in to treasury-direct with the id.me account (that has you…
Heirs include grieving spouses in spite of the WITH designation. I don't want my spouse to wait 6, 12, 18…
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
108 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
114 Comments
I can't say what actually happens after death of one spouse. Could you go in and redeem I Bonds in…