What to do with Old Series EE Savings Bonds

In This Video:

Series EE Savings Bonds have been around for over three decades, which means that some of you listening likely hold them.  You could have purchased them yourself, received them as a birthday gift, or inherited them.  No matter how you acquired them, if you currently hold Series EE Bonds then you should understand what they are.

Things to Consider:

Series EE and I Savings Bonds are both issued by the United States Treasury. These are long-term investments that must be held for a certain time frame before they could be sold without penalty. For those looking for places to keep their money in the short term, I have included a few alternative investment options. This video is filled with useful information so I’d highly recommend watching until the end.

Key Points in this Episode:

0:00: Intro

0:21: Retirement Readiness Review On Demand

0:42: Series EE Savings Bonds Overview

2:55: Paper Savings Bond Calculator

4:11: Tax Information on Savings Bonds

5:26: Series EE vs. Series I Savings Bonds

7:11: Series I Savings Bonds Overview

11:27: Alternative Investment Options