Ask Terry Questions I-Bond limits

I-Bond limits

By Terry Savage on June 03, 2022 |

Terry, thank you for your advice on I-Bonds. My wife and I purchased the bonds for 2021 and 2022. We each purchased the maximum $10,000 per year and titled them into each of our revocable trusts. My question is, is it possible to also purchase an additional $10,000 each and title them into each of us as individuals?

Terry Says

No, because your RLT uses your SS number! It’s $10k per SS number!!

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