My wife and I did establish a joint trust for I Bonds at TreasuryDirect. In May 2025, TreasuryDirect acknowledged receipt…
Paul, once you get the trust set up, simply open a Treasury Direct account in the name of the trust.…
In the recent TIPS vs I Bonds article I posted about my experiences using beneficiary designations and how it was…
David, have you ever done a blog post on the topic of I-Bond beneficiaries? Thirty years ago when I bought…
Tag Archives: Taxes
No tax on Social Security benefits? Not quite true.
By David Enna, Tipswatch.com I sometimes watch too much CNN (stop me!) and on Thursday I heard Republican members of Congress repeatedly state that the just-approved Big Beautiful Bill would eliminate the tax on Social Security benefits, fulfilling a campaign … Continue reading
Posted in Medicare, Retirement, Social Security, Taxes
Tagged finance, personal-finance, politics, Social Security, Taxes
77 Comments
Treasury Inflation-Protected Securities 
TipswatchChat, I can't argue with your experience, only share mine. Chronic understaffing? My most recent estate/beneficiary experience was only a…