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Personal Finance (Not Investing) • TreasuryDirect assets and Estate Planning

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I have been investing in savings bonds for over 20 years so I would say I WAS a loyalist. But the lengthy poor service with security theater of signature guaranteed forms has turned me off, not reduced rates. They have lost me as a customer. I am gradually liquidating each year (to spread the tax impact) instead of buying my annual allotment as I once did. The attitude that it is OK to wait to get your money for months, makes the rates irrelevant to me.
I do agree that while savings bonds were once useful as a bridge for beneficiaries after death while more complicated assets were being sorted out, now they aren't necessarily useful for that function.

Statistics: Posted by tibbitts — Thu Aug 22, 2024 2:30 pm — Replies 13 — Views 1299



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