Tag Archive: US Saving Bonds

Income Tax Planning for Savings Bonds

US Saving onds

US Saving onds I can’t believe it was almost three years ago that I researched Estate Planning and Savings Bonds, wow time flies!  Notwithstanding, there are various tax strategies when dealing with your Savings bonds.  The first has to do when you should “choose” to pay tax on the interest gained and the second has…

Series EE Bonds, Income Tax Planning and Estate Planning

US Saving onds

I have always prided myself in my research abilities, whether it be during my undergraduate years, post-graduate education, or during my working career.  In fact I would have to say at least I spend at least 5 to 10 hours a week researching random questions for planners at my firm.  While clerking (basically working for…