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.
Latest Blog Posts
I Bonds Beneficiary vs Second Owner in TreasuryDirect
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.
How To Grant Transact Right on I Bonds to the Second Owner
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 Bring Your Own Budget Phone
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.
The Best Broker For a Custodial Roth IRA For Your Kid
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 2022 HSA Contribution Limits: Individual and Family Coverage
2020, 2021, and 2022 calendar year HSA contribution limits and HDHP qualifications for individual and family coverage. Small changes due to mild inflation.
How to Open a Trust Account at Interactive Brokers (IBKR)
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.
ACA Premium Subsidy Cliff Turns Into a Slope In 2021 and 2022
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.
2020 2021 2022 ACA Health Insurance Premium Tax Credit Percentages
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.
Cap On Paying Back ACA Health Insurance Subsidy Premium Tax Credit
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.