Understanding I Bonds
A listener seeks clarity on I bonds after a year of investment, prompting a discussion about their unique structure. It’s highlighted that while I bonds have a 30-year maturity, investors can cash out after one year, albeit with a penalty of forfeiting the last three months of interest if sold before five years. Additionally, the complexities of taxation on I bonds are addressed, emphasizing the need for awareness among investors.In this clip
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447 | Mailbag: Breaking up with your Advisor, I Bonds, 4% Rule, Accounts for Kids, Roth IRAs |...
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