You can name only one beneficiary on a savings bond. If you’d like to name two or more beneficiaries, you have to split your bond into multiple parts.
How To Use Password Manager with TreasuryDirect for I Bonds
Do this trick when you buy I Bonds and use a secure password stored in a password manager instead of the virtual keyboard on the TreasuryDirect website.
I Bonds Tax Treatment During Your Lifetime and After You Die
You can report accrued interest from your I Bonds every year but it gets complicated in real life. Keep it simple and go with the default.
Where to Get a Signature Guarantee for I Bonds at TreasuryDirect
When you open a TreasuryDirect account to buy I Bonds, sometimes you need a signature guarantee. Ask nicely at a bank, a credit union, or a broker.
How to Add a Joint Owner or Change Beneficiary on I Bonds
You set a second owner or beneficiary when you buy I Bonds in TreasuryDirect. You can still add a joint owner or change the beneficiary at any time.
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.
Buy I Bonds for Your Business: Sole Proprietorship, LLC, S-Corp
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.
Buy I Bonds in a Child’s Name: You Can, But Should You?
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.
How to Buy I Bonds (Series I Savings Bonds): Soup to Nuts
Series I savings bonds (I Bonds) are the best bonds you can buy at the moment. Follow this guide for a complete walkthrough from start to finish.
How To Deposit Paper I Bonds to TreasuryDirect Online Account
You can deposit the paper I Bonds from the tax refund to your TreasuryDirect online account. Follow these steps. It gets easier after you do it once.
Buy More I Bonds in a Revocable Living Trust
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.
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.