Comments on: Changing the registration in Treasury Direct http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/ Tue, 16 Mar 2010 06:53:28 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-56871 Wed, 27 Jan 2010 14:59:28 +0000 http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-56871 Diane - Read <a href="http://www.savings-bond-advisor.com/updating-a-savings-bond-registration-when-there-is-a-living-co-owner-or-beneficiary/" rel="nofollow">this</a>. Tom Adams Diane - Read this.

Tom Adams

]]> by: Diane Lulloff http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-56781 Tue, 26 Jan 2010 18:27:25 +0000 http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-56781 EE bond, owner deceased in 2001, co-owner wants to change to owner and make grandson co-owner. How to do? EE bond, owner deceased in 2001, co-owner wants to change to owner and make grandson co-owner. How to do?

]]> by: Tom Adams http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-15955 Tue, 05 Feb 2008 16:19:49 +0000 http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-15955 John - they should <a href="http://www.treasurydirect.gov/WF/WebFeedback?site=td01&subject=eeori" rel="nofollow">contact TreasuryDirect</a>. They will be given instructions on what to do next. Tom Adams John - they should contact TreasuryDirect. They will be given instructions on what to do next.

Tom Adams

]]> by: John Lopez http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-15910 Mon, 04 Feb 2008 18:29:08 +0000 http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-15910 So far, I have named my older son as co-owner on some of my bonds and intend to name my other son also so that they can inherit these in case of my demise. They do not have a TD Account. How do they access the bonds or monies involved if I expire? So far, I have named my older son as co-owner on some of my bonds and intend to name my other son also so that they can inherit these in case of my demise.

They do not have a TD Account. How do they access the bonds or monies involved if I expire?

]]> by: Tom Adams http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-12820 Wed, 24 Oct 2007 14:32:06 +0000 http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-12820 Hi Jane - If she died that would prevent the transfer from being a taxable event, but that's a pretty extreme way to get out of paying taxes. There aren't any other ways. Tom Adams Hi Jane - If she died that would prevent the transfer from being a taxable event, but that's a pretty extreme way to get out of paying taxes. There aren't any other ways.

Tom Adams

]]> by: JANE SALGADO http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-12818 Wed, 24 Oct 2007 14:13:40 +0000 http://www.savings-bond-advisor.com/changing-the-owner-in-treasury-direct/#comment-12818 IF MY MOTHER TRANSFERS HER SAVINGS BONDS INTO MY NAME AS SOLE OWNER THIS WOULD CREATE A TAXABLE EVENT FOR MY MOM? IF THIS IS THE CASE IS THERE ANY OTHER WAY TO TRANSFER BONDS TO ME WITHOUT CREATING A TAXABLE EVENT FOR HER? IF MY MOTHER TRANSFERS HER SAVINGS BONDS INTO MY NAME AS SOLE OWNER THIS WOULD CREATE A TAXABLE EVENT FOR MY MOM? IF THIS IS THE CASE IS THERE ANY OTHER WAY TO TRANSFER BONDS TO ME WITHOUT CREATING A TAXABLE EVENT FOR HER?

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