In my particular relative's case, I think all the I Bonds have "pass on death" beneficiaries, which I assume would…
David, for a Trust: You would use "FS Form 4000 Request To Reissue United States Savings Bonds" to transfer a…
For people with a trust where all assets get distributed on death, can the trust simply sell the I Bonds…
'difficulty' I meant to say...
Tag Archives: investing
AllianceBernstein suggests a 60/30/10 portfolio to protect against inflation
Investment firm sees ‘higher and spikier’ inflation looming. By David Enna, Tipswatch.com AllianceBernstein, a global investment firm with about $725 billion in assets under management, is now advising its clients to replace the traditional 60% stocks / 40% bonds portfolio … Continue reading
Posted in Cash alternatives, Investing in TIPS, Retirement
Tagged bonds, economy, interest-rates, investing, personal-finance, Treasury investments
42 Comments
10-year TIPS reopening auction gets real yield of 2.184%, highest since 2009
By David Enna, Tipswatch.com Today’s 10-year reopening of CUSIP 91282CJY8 — a 9-year, 8-month Treasury Inflation-Protected Security — generated a surprisingly high real yield to maturity of 2.184%, the highest for this term at auction since January 2009. The auction … Continue reading
Posted in Inflation, Investing in TIPS, Retirement
Tagged bonds, finance, inflation, investing, real-estate
29 Comments
April inflation matches expectations; markets celebrate
Both all-items and core inflation increased 0.3% in April, as predicted. By David Enna, Tipswatch.com After three months of higher-than-expected inflation, U.S. prices in April increased on target, setting off a euphoric mood in the stock and bond markets. The … Continue reading
Posted in Federal Reserve, I Bond, Inflation, Investing in TIPS, Savings Bond
Tagged economy, finance, inflation, investing, news
5 Comments
New 5-year TIPS gets a real yield of 2.242%, 2nd highest in 15 years
By David Enna, Tipswatch.com The Treasury’s auction of $23 billion in a new 5-year Treasury Inflation-Protected Security — CUSIP 91282CKL4 — resulted a real yield to maturity of 2.242%, the 2nd highest result for this term since October 2008. The … Continue reading
Posted in Inflation, Investing in TIPS, TreasuryDirect
Tagged bonds, finance, inflation, interest-rates, investing
43 Comments
Next week’s 5-year TIPS auction has solid appeal
By David Enna, Tipswatch.com Note: I am posting this auction preview early because my I Bond buying guide will be going up Sunday morning. Keep in mind that real yields are currently highly volatile and will change by Thursday’s auction. … Continue reading
Posted in I Bond, Inflation, Investing in TIPS, TreasuryDirect
Tagged bonds, inflation, interest-rates, investing
36 Comments
Treasury Inflation-Protected Securities 
Question, why do TIPS on the secondary market have such unattractive, low yields. For example 91282CJH5, I purchased this at…