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[PDF File]Savings Bonds: Tax Time Innovations
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Talking with Clients Bonds are a good fit for… • Parents / guardians – bonds are popular gifts for kids o 68% of ’08 buyers bought bonds for others • First time savers – seeking a safe way to start saving o Bonds can be ordered for as little as $50 • Long-term savers – who want a tool to build savings over time • People on ChexSystemsSM – who do not qualify for
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[PDF File]U.S. SAVINGS BONDS Buying Savings Bonds
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Why Should You Invest in U.S. Savings Bonds? Competitive - U.S. Savings Bonds offer competitive rates that compare favorably with other forms of saving. Interest accrues monthly and compounds semiannually. Convenient - Buy bonds online through TreasuryDirect. Safe-The United States backs savings bonds with its full faith and credit. Your paper ...
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[PDF File]Family and Financial Organizer
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making the best use of our time together, to consider your goals and situation to design the right plan for you. All information provided is strictly confidential. Also please bring in recent statements for your accounts and policies. We can make copies if you’d like, at no charge. Important:
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[PDF File]GUIDE TO SAVING AND INVESTING FOR A CHILD’S FUTURE
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grandchildren. You can contribute lump sums or start a regular savings plan, and friends and family are able to contribute too, up to a maximum total gross contribution of £3,600. Investment account For tax reasons, this approach may be best suited to grandparents. Grandparents can set up a designated account for a grandchild and
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[PDF File]BROWSE MENU - TreasuryDirect
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series ee (matured) savings notes (matured) gs series e (matured) s. series ee redemption values and interest earned issue year issue months redemp. value $50 int. earned $50 redemp. value $75 int. earned $75 redemp. value $100 int. earned $100 redemp. value $200 int. earned $200 redemp. value $500 int. earned $500 redemp. value $1,000 int ...
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[PDF File]Investing for your kids or grandchildren - Switzer Report
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Investing for your kids or grandchildren Ever thought about investing for your kids or grandchildren? It might be simpler than you think. Co-founder of the Switzer Super Report and founding CEO and managing director of CommSec, Paul Rickard, has put together a three-part series so that you can learn to invest well for your loved ones.
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Best savings bonds for grandchildren