I Bonds - Should I Continue Investing?

Treasury Direct does not allow a trust to be a beneficiary or a joint owner with you. But if you only own an I bond in your individual name and you have not designated a primary beneficiary or a co owner, then yes, it will go through probate. Since inflation seems not to be quite taming so much, we'll do an update very shortly on whether I think we should continue investing in I bondsor not.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.