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[DOC File]Unit 3 – Investing: Making Money Work for You
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D. U.S. Savings Bonds (Series EE) – YOU are the lender, government is the borrower! 1. Sold on-line only by the U.S. Treasury: www.treasurydirect.gov. 2. Purchase in amounts: $25, $50, $100. 3. Fixed interest rate for up to 30 years. 4. Low interest rates and lowest RISK (safest bond to buy) 5. “Loaning” money to the government. 6. War ...
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[DOC File]TRUE/FALSE - Personal Finance - Home
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25. Series EE U.S. savings bonds are subject to federal income tax unless they are used to finance education. 26. Some corporate bonds pay interest semiannually at the coupon rate. 27. Interest earnings on corporate bonds are not taxable. 28. A premium bond is one that sells for less than its face value. 29.
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[DOC File]Personal Finance Literacy (Madura/Casey/Roberts)
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D) Series EE savings bonds. 12) Which of the following types of investments offers an investor the most protection from a severe drop in the value of an investment? A) stocks. B) bonds. C) mutual funds. D) real estate. 13) Which of the following are commonly used as investments for Section 529 College Savings Plans? A) savings accounts. B ...
series ee bond value

[DOC File]M21-1MR, Part XI, Chapter 3, Section E. Bonds and ...
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The current value of interest-bearing savings and checking accounts must be calculated or reported by the financial institution. The initial cost of U.S. Savings Bonds, series EE, must be used to determine their original value. That amount should be subtracted from the attained maturity value to determine the amount of increase in the estate value.
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[DOC File]www.finrafoundation.org
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EE savings bonds pay a fixed rate of interest for up to 30 years and are guaranteed to double in value in 20 years due to accrued interest. (Note: The interest rate on EE savings bonds sold before May 2005 is variable and resets twice a year.)
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[DOC File]U
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The U.S. Government issues Series EE bonds at one half their face value, which ranges from $50 to $10,000. At maturity, you can redeem the bonds at their face value. You may buy up to a face-value maximum of $30,000 in Series EE bonds annually. Series EE bonds earn interest for 30 years. Series HH bonds earn interest for 20 years.
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[DOC File]Letter to Client Regarding Asset Information
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2. Bonds . a. the name of the bonds (e.g., Series EE U.S. Savings Bond) b. the number and total dollar value of the bonds as of the date of death (e.g., 50 $1,000 Series EE U.S. Savings Bonds) 3. Stocks . a. the name of the stock (e.g., General Motors Corporation) b. whether the stock was common or preferred. c. the CUSIP number
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Chapter 04 Savings and Payment Services
17. (p. 121) HH bonds are also known as Patriot Bonds. FALSE. EE bonds are called Patriot Bonds after the September 11, 2001 terrorist attacks. Bloom's: Comprehension Difficulty: Hard Learning Objective: 3 Topic: Savings bonds 18. (p. 123) The Truth in Savings Act requires financial institutions to disclose the interest rate on loans. FALSE
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Chapter 7
Seth will not report any interest income from the EE savings bonds currently unless he elects to have the increase in redemption value taxed currently. [LO 1] At the beginning of her current tax year, Angela purchased a zero-coupon corporate bond at original issue for $30,000 with a …
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Value of ee savings bonds