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I Bonds in a qualified plan


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Interesting; I am getting both "yes you can" and "no you can't" answers from Dr. google.  None of the "authorities" have cites.  Actually I think you can.

"...the U.S. Treasury rules say you can’t open an account to buy savings bonds electronically through Treasury Direct in the name of an IRA."  My emphasis on IRA but I imagine a plan cannot do that either.  But that doesn't mean you can't buy them at all.  I have a client who has owned some for many years so will follow this carefully!

Ed Snyder

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That website’s information seems to distinguish between electronic and paper bonds, and suggest a simpler Yes for electronic bonds.

https://www.treasurydirect.gov/indiv/research/indepth/ibonds/res_ibonds_ibuy.htm#who

And the website furnishes these points of further information:

https://www.treasurydirect.gov/indiv/help/TDHelp/help_ug_292-EntityAccountsLearnMore.htm

https://www.treasurydirect.gov/indiv/help/TDHelp/help_ug_292-EntityAccountsLearnMore.htm#Trust

I have not considered the accuracy, completeness, or appropriateness of any of this information.

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

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