It’s time to deliver the I Bonds you pre-purchased as a gift last year. The owner can edit the registration and grant you rights after you deliver it.
Buy I Bonds as a Gift: What Works and What Doesn’t
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.
Gift To Adult Children’s Roth IRA
Can you contribute to your adult children’s Roth IRA? Yes, but …
How To Donate Or Gift Shares to Charity Or Family Member
You probably heard donating appreciated stocks or mutual fund shares to a charity is more cost effective than donating cash. The charity gets the shares. You get a tax deduction for the full value (if you itemize) and you avoid paying capital gains tax. You can also gift appreciated shares to a family member who […]