A secondary owner can't see or redeem savings bonds in TreasuryDirect until the primary owner specifically grant rights to the secondary owner. Here's how.| The Finance Buff
It's possible to cash out I Bonds tax free for college expenses or transfer to a 529 plan but you must meet an income limit and some other requirements.| The Finance Buff
I Bonds offer a better yield than all other safe investments. After you max out your annual limit, you can buy another $5,000 by overpaying your taxes.| The Finance Buff
You can buy more I Bonds at TreasuryDirect in a trust. The trust can have the same tax ID, email address, and bank account as your personal account.| The Finance Buff
You can buy I Bonds in your kid's name but you should first decide whether to add to their 529 plan or keep full control of the money in your own name.| The Finance Buff
You can buy another $10,000 in I Bonds per calendar year in the name of your business but they will be subject to judgments against the business.| The Finance Buff
Follow this walkthrough to get the 1099 form for cashing out I Bonds and report the interest income in tax software TurboTax, H&R Block, and FreeTaxUSA.| The Finance Buff
I Bonds bought as a gift counts toward the recipient's purchase limit. Buying as gift for your spouse works when the high interest rates are only temporary.| The Finance Buff