More Series I savings bonds! If you’ve been wondering about how to buy I-Bonds (2022) via your revocable living trust (or irrevocable living trust) then watch on!
How to buy I bonds with a trust account on TreasuryDirect (step-by-step tutorial) will walk through in detail:
1) Opening a trust account with Treasury Direct
2) How to buy I-Bonds with a (irrevocable vs revocable) living trust
Buying I-Bonds with a trust is similar for both types of trust, but there are two areas you should look out for when setting up your trust account with TreasuryDirect & I’ll show you what they are (with examples as always).
WATCH NEXT
💰 I-Bonds 9.62% Confirmed: How Much Could You Earn In The Next 12 – 18 Months: https://youtu.be/zwNtVNj-4P4
How To Buy An I Bond (step-by-step tutorial): https://youtu.be/adzmox__2zM
I-Bonds explained – what is an I-Bond? This video is a step-by-step tutorial on how to set up your TreasuryDirect account and buy your first I-Bond
💲 How To Buy More I Bonds (than the annual limit): https://youtu.be/bSoZJJypSAQ
This video covers i bonds for couples, i bonds for married couple, buying i bonds for a spouse, & gifting i bonds
I-Bond Gifting Tips, Restrictions & Limitations: https://youtu.be/2UBXXQUxJ4M
💰 I-Bond Beneficiary vs. Secondary Owner: https://youtu.be/510Y0D5hoVo
How To Buy I-Bonds For Kids (step-by-step tutorial):
https://youtu.be/YlE3Uxoeah4
💲 How To Buy I-Bonds For Business (step-by-step tutorial):
https://youtu.be/4f-ZIoiOFt0
I Bonds vs Tips: https://youtu.be/bIq8XXo4Vfo This video goes through what is an I bond, what are TIPs & how we’re using them to hedge against inflation
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Diamond NestEgg is a financial literacy, education & coaching company and Jennifer is a financial coach, licensed life insurance broker & student loan expert. We are not a bank, securities broker, legal, tax or financial advisor.
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