Tuesday, January 31, 2023

Saving bond values

 I have a website for you to use if you have savings bonds and you want to know the current value. I had a client this week that had several EE bonds that she’s had for 30 years, and they have matured and we discussed a strategy for when to cash these because the interest is considered “income” and we didn’t want to mess up her cost of healthcare and the tax implications as well.

https://www.treasurydirect.gov/BC/SBCPrice

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