I Bonds
I’ve heard you recently discussing I Bonds. When purchasing, which is better – to buy as an individual (in my name) or to buy in the name of my revocable living trust?
I am a 71 year old widow, recently taking RMD and thinking I Bonds a better investment for these funds.
Thanks, Terry. I always appreciate listening to your advice
Terry Says
Buy in the name of your revocable living trust. It uses your Social Security number. But at death, it will not have to go through probate, but will be distributed through the terms of your trust.
