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.
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You can set up a beneficiary or a second owner on your I Bonds in TreasuryDirect. It only depends on if you want to let someone transact on your behalf.
If you own savings bonds with a second owner in TreasuryDirect, you have to specifically grant rights for the second owner to see or redeem the bonds.
Xfinity Mobile and Spectrum Mobile offer low cost mobile services. You can use your existing phone even if it’s not an iPhone, a Samsung Galaxy, or a Pixel.
If your kids work, seize the opportunity to open a custodial Roth IRA for them. See how to do it at Vanguard, Fidelity, and Charles Schwab.
2020, 2021, and 2022 calendar year HSA contribution limits and HDHP qualifications for individual and family coverage. Small changes due to mild inflation.
Interactive Brokers (IBKR) offers attractive margin loan rates but it isn’t obvious how to open an account in the name of a trust. Here’s how.
President Biden’s COVID stimulus package American Rescue Plan turns the ACA premium subsidy cliff to a slope in 2021 & 2022. The cliff will return in 2023.
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.
If your income is higher than estimated, you need to pay back some of the ACA health insurance subsidy. The repayment cap may help in some cases.