By now you may have heard about Series I Bonds. They’ve been featured on the news, on social media, and probably in conversation with someone you know.
Given the recent popularity, I’ve had quite a few clients reach out to ask whether these might be a good addition to their portfolio as a cash-alternative.
Let’s cover – at a high level – how I Bonds work:
There are several great ways to use I Bonds to fund future financial objectives and expenses. It’s important to consider factors such as your liquidity needs, risk, expected return, length of investment, and other limitations before investing.
This post is for informational purposes only and should not be considered investment advice or recommendation. Talk to your financial and tax professionals before making an investment. Please visit https://www.treasurydirect.gov/indiv/research/indepth/ibonds/res_ibonds_ibuy.htm for more information.
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