Ask Terry Questions How to Purchase I-Bond in Treasury Direct RLT Joint Acct for spouse?

How to Purchase I-Bond in Treasury Direct RLT Joint Acct for spouse?

By Terry Savage on October 29, 2024 | Chicken Money

We have a joint Revocable Living Trust for myself and husband. Our Treasury Direct is an entity account in the name of the joint RLT with my social security number. We have purchased one I-bond in 2024 for $10,000 (the limit for 1 social security number). Can I buy a second I-bond within our Treasury Direct account under a second social security number? If so, how do I accomplish that? Thank you in advance for your help!

Terry Says

No, you’d have to open a second TreasuryDirect account in the name and SS# of your husband.

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