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expired Posted by dn90003 • Dec 12, 2021
expired Posted by dn90003 • Dec 12, 2021

US Treasury Series I Savings Bonds Inflation Rate Earnings (Nov '21 - April '22)

(Limit $10K/Year Per Person)

7.12% Interest

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Note: This popular deal is still available.

U.S, Government Treasury is currently offering 7.12% Interest Rate in combined Fixed + Inflation Rate Earnings valid on newly issued Series I Savings Bonds purchased from November 2021 through April 2022. Limit of $10,000 / year in interest earnings per person.

Thanks to community member dn90003 for sharing this offer.

About this offer:
  • How do I buy a Series I bond?
  • What is a Series I bond? (source)
  • "A savings bond that earns interest based on combining a fixed rate and an inflation rate."
  • You may use Series I bonds to:
    • Save in a low-risk product that helps protect your savings from inflation
    • Supplement your retirement income
    • Give as a gift
    • Pay for education
    • Click here for more information about Series I Bonds
  • What interest does a Series I bond earn? (source)
    • A combination of a fixed rate that stays the same for the life of the bond and an inflation rate that is set twice a year.
    • For bonds issued from November 2021 through April 2022, the combined rate is 7.12%

Editor's Notes

Written by BostonGirl
Refer to the forum thread here for more information and details.

Original Post

Written by dn90003
Community Notes
About the Poster
Deal Details
Community Notes
About the Poster
Note: This popular deal is still available.

U.S, Government Treasury is currently offering 7.12% Interest Rate in combined Fixed + Inflation Rate Earnings valid on newly issued Series I Savings Bonds purchased from November 2021 through April 2022. Limit of $10,000 / year in interest earnings per person.

Thanks to community member dn90003 for sharing this offer.

About this offer:
  • How do I buy a Series I bond?
  • What is a Series I bond? (source)
  • "A savings bond that earns interest based on combining a fixed rate and an inflation rate."
  • You may use Series I bonds to:
    • Save in a low-risk product that helps protect your savings from inflation
    • Supplement your retirement income
    • Give as a gift
    • Pay for education
    • Click here for more information about Series I Bonds
  • What interest does a Series I bond earn? (source)
    • A combination of a fixed rate that stays the same for the life of the bond and an inflation rate that is set twice a year.
    • For bonds issued from November 2021 through April 2022, the combined rate is 7.12%

Editor's Notes

Written by BostonGirl
Refer to the forum thread here for more information and details.

Original Post

Written by dn90003

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Top Comments

Looks tempting. But these are only rated for inflation as fixed rate is 0%. Once inflation is back down, your rate will go down with it.
In case you're wondering, here's how the rate is computed:
Composite rate =
No, these are govt bonds. They stay in the treasury. I bonds are based on the rate of inflation. They have a fixed rate plus the current rate of inflation. Inflation goes up, you earn more. It was 3.54%. Rates went up on 11/1. To realize the full benefit you need to buy before the rates change on 5/1 and 11/1. No fees or penalties. Hold for a min.of a year. If you cash out in less than 5 years you forfeit 3 months interest. After 5 years, you don't pay anything. You can only buy $10k/yr and then up to an additional $5k if purchased directly from your tax refund.
I bought $10k in denominations of 2,3, 5 so if I want to cash out I can do it in chunks instead of having to cash out $10k.: Better than any CD or bank rate if you want to stay in cash.
By the way, using your tax refund to purchase bonds won't count toward your $10k yearly limit.

https://www.treasurydirect.gov/in...eature.htm

3,498 Comments

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Dec 13, 2021
8 Posts
Joined Dec 2018
Dec 13, 2021
StevenS8282
Dec 13, 2021
8 Posts
Quote from thehash :
technically it is less if you consider the taxes you have to pay.
Interest earned on I bonds are exempt from federal and local taxes (not financial advice).
1
Dec 13, 2021
76 Posts
Joined Dec 2021
Dec 13, 2021
Platycerium
Dec 13, 2021
76 Posts
I am no pro, but the way I see this is to drive behavior. Inflation is up because consumption is up and supply is down. Since the government can't really fix the supply problem yet, they can change the spending behavior by these types of instruments.

Some argue that you don't get additional purchasing power with the money you put in, which is true. Then again if you plan on making a purchase with this money you would want it in the most liquid form possible. Also, even if you are making money in the other instruments, to covert that into purchasing power you are still being squeezed by inflation.

Bonds always have a place in your portfolio some time, some where. I think this will fit nicely for the money I don't need immediately, and keep an eye on inflation levels should it subside then move it elsewhere.
Dec 13, 2021
2,184 Posts
Joined Aug 2014
Dec 13, 2021
Cmurphy16
Dec 13, 2021
2,184 Posts
Quote from StevenS8282 :
Interest earned on I bonds are exempt from federal and local taxes (not financial advice).
They are not exempt from fed taxes unless under specific circumstances
Dec 13, 2021
3,829 Posts
Joined Oct 2015
Dec 13, 2021
goodness97
Dec 13, 2021
3,829 Posts
Quote from RobotsRock :
From my post on another forum: FYI gifting I-bonds allows front-loading more purchases:

Rule: Gifted I-bonds only count against the recipient's limit in the year they are transferred to the recipient, not the year they are bought for the recipient (up to $10k/year per gift recipient from any TreasuryDirect account)

Strategy: Myself (Son) + Mom + Dad

My Treasury Direct Account:
2021 Nov: Buy $10k for my limit, Buy $10k gift for dad, Buy $10k gift for mom
2022 Jan: Buy $10k for my limit, Buy $10k gift for dad, Buy $10k gift for mom

Dad's Treasury Direct Account:
2021 Nov: Buy $10k for dad limit, Buy $10k gift for me (son), Buy $10k gift for mom
2022 Jan: Buy $10k for dad limit, Buy $10k gift for me (son), Buy $10k gift for mom

Mom's Treasury Direct Account:
2021 Nov: Buy $10k for mom limit, Buy $10k gift for me (son), Buy $10k gift for dad
2022 Jan: Buy $10k for mom limit, Buy $10k gift for me (son), Buy $10k gift for dad

This would get $180k invested starting at the November semi-annual rate. Because of the $10k recipient limit per year, this means the gifted I-bonds would have to be transferred over 4-years from 2023 to 2026 to the gift recipient's TreasuryDirect account assuming no other purchases were made from each TreasuryDirect account for the account holder themselves over this period, and the I-bond interest would accrue as normal in the gift box account in the interim.

Reference:
"Do bonds I've bought as gifts through TreasuryDirect but have not yet delivered to the gift recipient apply against my annual limit?

No. Gift bonds are purchased in the name and SSN of the gift recipient. They do not count against your annual limit even if you have purchased them through your TreasuryDirect account but have not yet delivered them. Gift purchases in TreasuryDirect count toward the annual limit of the recipient in the year they are delivered."

https://www.treasurydirect.gov/in....htm#gifts
Where cashing out the gifted bonds to family members, can withdraw it into your personal bank account? Or those individuals are the ones who can only withdraw the funds after 5 years?
Dec 13, 2021
144 Posts
Joined Nov 2019
Dec 13, 2021
WittyString613
Dec 13, 2021
144 Posts
Quote from apffel :
So crazy to me that people still think this way. Crypto has a $3 Trillion market cap. Definitely will never go to zero and still the fastest growing investment in my portfolio.
USD has us taxslaves as collateral. Crypto has a math algorithm.
Dec 13, 2021
144 Posts
Joined Nov 2019
Dec 13, 2021
WittyString613
Dec 13, 2021
144 Posts
Quote from KMan :
The dollar is far far FAR from being worthless, based on what you wrote, for all sorts of reasons, from there being no other global currency able or likely to replace it to federal spending not being anywhere near as out of control as some folks make it out to be. The economy is growing, which sometimes leads to inflation as demand outpaces supply, and requires the money supply and federal spending to grow to match it. E.g. more people, more businesses, more consumer demand, more trade, requires more money, more infrastructure, and so on. We're experiencing inevitable bubbles, since economies don't expand or contract in a linear and steady fashion. Some are good, others bad, but they're inevitable. It's what happens over the long run that matters.
I've been investing for 40 years, made some money, had some losses. You sound deluded to me.
4
Dec 13, 2021
144 Posts
Joined Nov 2019
Dec 13, 2021
WittyString613
Dec 13, 2021
144 Posts
Quote from WiseLeopard609 :
On the surface, the deal seems fantastic but...

I am looking at historical rates over the past 5 years. The average seems to be around 2.5% a year, which isn't horrible if you are over 65 and need to park your money somewhere super safe.

Then again if you invested in Amazon 5 years ago, your investment would be worth 400% more, Walmart 200%, Bitcoin 300%.

If you are under 50, you are literally throwing money away investing in treasuries because of the time value of money. You aren't going to be wealthy turning $700 a year on $10,000.

If you believe the stock market is going to crash (it could), you should be keeping your money available, so you can buy stocks at the bottom.
Yeah baby. Wait'n for the crash.

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Dec 13, 2021
49 Posts
Joined Jan 2018
Dec 13, 2021
Mplsbmw
Dec 13, 2021
49 Posts
Quote from wacio :
The real inflation is 20%+ !!! Did you go shopping recently or bought house or car? 7% is a lie!
This cannot be said enough. Anyone thinking inflation is 7% this year has been duped. Realistically it's more like 20% Just go back and look how much you've spent on goods and services compared to last year. CPI is intended to decieve .
2
Dec 13, 2021
25 Posts
Joined Aug 2014
Dec 13, 2021
Conscious
Dec 13, 2021
25 Posts
"Series E Defense Bonds. Each Bond you buy is a bullet in the barrel of your best guy's gun." - Captain America

PS I know it's not the same type of bond, but it made me think of this.
Dec 13, 2021
1,183 Posts
Joined Mar 2005
Dec 13, 2021
acegolfer
Dec 13, 2021
1,183 Posts
Quote from Lancasterpa :
This is how money makes money.
10K electronic + 5K paper bonds = 15K plus for wife another 15K total 30K
After the first of the year, you can get another 30K .... that is 60K invested in 30Days.
If this instrument stays at the same pace for a year, I am seeing a $4,272.00 profit for about an hour's work. This will be a nice egg for next Christmas.

You can also add more from your taxes somehow.
FYI, For tax refund purchase, it's up to $5k per 1080 (not per person). So if you are MFJ, your wife can't get another $5k paper bond. And you can't file 2 1080's (one for 2021 and another for 2022yr) in couple of months.

Quote from dealseek777 :
Investment sector finally hitting on Slickdeals. Nice!

7.12% is great but only for 6 month kills it, I bet they will slash the rate in half after a while like any institutions would do. You would get better long term return with stock or crypto IMO.
The Treasury can't slash the interest rate at will, as it's determined by the inflation rate, which is published by BLS (not Treasury).

Quote from stilllongwaytogo :
How do we redeem these after an year ? Can it be done online or does it need physical documents or signature ?

If its through online, Wondering if I can redeem them even while I stay out of U.S as long as I have the active bank account ?
Online. As long as your linked bank account is active, you are good. But if you need to change the bank, then you will need a medallion signature.

Quote from szone :
If you do not have tax refund, but have to pay tax at the time of tax return, can you pay extra $5000 to purchase the 5K bonds?
Not at the time of filing. But you can always prepay tax in advance to ensure at least $5k refund.


Quote from ak1802 :
Is there a secondary market for these if you want to liquidate?
No. I-bonds are not marketable securities. Can only bought and redeemed at the TD.gov site.

Quote from goodness97 :
With one account and three beneficiaries, or four accounts. How do you do that? Thanks
Must create 4 accounts. If you kids are minor, you create kids account under your account.

Quote from StevenS8282 :
Interest earned on I bonds are exempt from federal and local taxes (not financial advice).
Not Fed tax exempt (except for eligible expenses).

Quote from goodness97 :
Where cashing out the gifted bonds to family members, can withdraw it into your personal bank account? Or those individuals are the ones who can only withdraw the funds after 5 years?
No. When gifted, it's no longer yours. Only the recipient can redeem.
Last edited by acegolfer December 13, 2021 at 12:57 AM.
1
Dec 13, 2021
2 Posts
Joined Nov 2018
Dec 13, 2021
SlickClass950
Dec 13, 2021
2 Posts
I tried going through with the process, but I need to verify my account by physically mailing a document that was verified in the presence of some kind of official. Does everybody just do this?
Dec 13, 2021
169 Posts
Joined Jan 2014
Dec 13, 2021
greatwolf
Dec 13, 2021
169 Posts
Quote from Mplsbmw :
This cannot be said enough. Anyone thinking inflation is 7% this year has been duped. Realistically it's more like 20% Just go back and look how much you've spent on goods and services compared to last year. CPI is intended to decieve .
or as Mike Maloney likes to call it the CP Lie.
Dec 13, 2021
1,447 Posts
Joined Apr 2016
Dec 13, 2021
StefanoM3235
Dec 13, 2021
1,447 Posts
Quote from coli :
Pay $5000+ extra using https://www.irs.gov/payments/pay-...redit-card [irs.gov] then in your tax return choose refund by I bond plus earn credit card cash back too

make sure you enter the extra payment in your tax return https://ttlc.intuit.com/community.../00/461340 [intuit.com]
This is so helpful. Thank you. Do the extra $5,000 need to be paid before the end of 2020, or can they be paid anytime before I file my tax return?
Dec 13, 2021
1,183 Posts
Joined Mar 2005
Dec 13, 2021
acegolfer
Dec 13, 2021
1,183 Posts
Quote from SlickClass950 :
I tried going through with the process, but I need to verify my account by physically mailing a document that was verified in the presence of some kind of official. Does everybody just do this?
Not everyone has to do this. Unfortunately, your application got flagged for some reason.

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Dec 13, 2021
2,394 Posts
Joined Feb 2008
Dec 13, 2021
shaqoneal
Dec 13, 2021
2,394 Posts
10k is a joke.

I mean, come on, folks. Peanuts.
2

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