Deprecated: Assigning the return value of new by reference is deprecated in /home/jasoose/public_html/savings-bond-advisor/wp/wp-content/plugins/sem-recent-comments/sem-recent-comments.php on line 748
Book Notes Fifth Edition: US Savings Bonds

Book Notes for Savings Bond Advisor: Fifth Edition

Introduction - Is this book for you?

Chapter 1 - An Introduction to Savings Bonds

Chapter 2 - Why Savings Bonds?

Chapter 3 - Today's choices - Series I and Series EE

Chapter 4 - How to invest in Savings Bonds

Chapter 5 - Whose name goes on the bond?

Chapter 6 - All about TreasuryDirect

Chapter 7 - Savings Bond A, B, Cs

  • 7-1 - Direct deposit sign up form - Public Debt Form 5396
  • 7-2 - H/HH Internet Services - View your accounts, change your address, get tax information

Chapter 8 - How much are my Savings Bonds worth?

  • 8-1 - Savings Bond Advisor rate and value tables - the current version of our tables.
  • 8-2 - GBonds - a Savings Bond calculator for GNOME/Linux.
  • 8-3 - The Treasury's Savings Bond Calculator
  • 8-4 - Right-click on the following link and select Save Target As from the menu that appears on your screen US Savings Bond Wizard. If you have trouble downloading the file, try a normal click. If that doesn't work either, the Treasury has additional download tips here.

Chapter 9 - Keeping track of your Savings Bond inventory

  • 9-1 - Download Savings Bond Inventory template for Microsoft Excel (Don't Open this file immediately, first Save it on your own computer, then open it.)

Chapter 10 - Savings Bonds and estate planning

  • 10-1 - New York Attorney General's page on Living Trusts

Chapter 11 - Inheriting Savings Bonds

  • 11-1 - Public Debt Form 4000 - Request to reissue United States Savings Bonds
  • 11-2 - Public Debt Form 1455 - Request by Fiduciary for Reissue or Distribution of United States Savings Bonds
  • 11-3 - Public Debt Form 2513 - Application by Voluntary Guardian of Incapacitated Owner of United States Bonds or Notes
  • 11-4 - Public Debt Form 1522 - Special Form for Request of Payment of United States Savings and Retirement Securities Where Use of a Detached Request is Authorized
  • 11-5 - Public Debt Form 5394 - Agreement and Request for Disposition of a Decedent's Treasury Securities
  • 11-6 - Public Debt Form 5336 - Disposition of Securities Belonging to a Decedent's Estate Being Settled without Administration

Chapter 12 - Changing the registration

Chapter 13 - Lost and stolen Savings Bonds

Chapter 14 - Managing the deferred-tax time bomb

  • 14-1 - The most current US Tax Rate table
  • 14-2 - IRS Publication 17
  • 14-3 - Form to reinstate tax-deferral - If you've been granted permission to pay interest on your Savings Bonds every year, use this form to get automatic permission from the IRS to switch back to deferring interest. But beware: you are setting a double-taxation trap.

Chapter 15 - Is tax-deferral better than higher rates?

Chapter 16 - Basics of Savings Bond redemption

Chapter 17 - How to minimize the income tax bite

Appendix

  • 18-1 - Online forms to contact the Treasury about: Series H, HH, G, or K Savings Bonds - all other paper Savings Bonds - electronic Savings Bonds at TreasuryDirect
  • 18-2 - Savings Bonds Forms Ordering - An online order form you can use to receive free paper copies of Savings Bond forms in the mail
  • 18-3 - Public Debt Form 1522 - Special Form for Request of Payment of United States Savings and Retirement Securities Where Use of a Detached Request is Authorized