If you’ve recently uncovered a paper savings bond, this episode of The Agent of Wealth Podcast is for you! In it, Marc Bautis, Founder and Wealth Manager at Bautis Financial, breaks down the need-to-know facts about savings bonds.
In this episode, you will learn:
Resources:
Episode Transcript & Blog | Treasurydirect.gov | How to Calculate the Value of Your Savings Bonds | Tax Considerations for I Bonds | How I Bonds Can Hedge Against Inflation | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
Timestamps:
0:32 - Introduction
1:57 - What Are Savings Bonds?
2:56 - What Type of Savings Bond Do You Have?
5:37 - How to Calculate the Value of Your Savings Bonds
7:25 - How to Redeem Your Savings Bonds
8:25 - Tax Implications of Selling Savings Bonds
12:52 - How to Recover Lost Bonds
