Purchasing Treasury T-Bills
Hi-
We have an interest in purchasing treasury t-bills. Our bank accounts are part of our living trust. If we open an account on Treasury Direct, would we need to open an Entity account to include it in our trust?
Terry Says
Open the TreasuryDirect account in the name of your Revocable Living Trust — matching the name on your bank account. Easily done. https://www.terrysavage.com/t-bills-beat-cds/