Comments on: Do Savings Bond purchase limits impact rollovers? http://www.savings-bond-advisor.com/do-savings-bond-purchase-limits-impact-rollovers/ Wed, 08 Feb 2012 21:42:35 +0000 http://wordpress.org/?v=2.0.4 by: bob warner http://www.savings-bond-advisor.com/do-savings-bond-purchase-limits-impact-rollovers/#comment-36139 Sun, 15 Feb 2009 12:34:05 +0000 http://www.savings-bond-advisor.com/do-savings-bond-purchase-limits-impact-rollovers/#comment-36139 What is the Annual limit on EE bonds? Has it always been the same? What can be done if you have more than is allowed? What is the Annual limit on EE bonds?
Has it always been the same?
What can be done if you have more than is allowed?

]]> by: Tom Adams http://www.savings-bond-advisor.com/do-savings-bond-purchase-limits-impact-rollovers/#comment-2908 Sun, 08 Apr 2007 19:19:02 +0000 http://www.savings-bond-advisor.com/do-savings-bond-purchase-limits-impact-rollovers/#comment-2908 Hi Denis - If you otherwise qualify for <a href="http://www.savings-bond-advisor.com/the-fine-print-of-the-us-savings-bond-college-education-deduction/" rel="nofollow">the Savings Bond education deduction</a>, you can redeem Savings Bonds, put the money in a <a href="http://www.savings-bond-advisor.com/savings-bonds-and-qualified-tuition-plans-qtps/" rel="nofollow">Qualified Tuition Plan</a>, and take the normal Savings Bond education deduction against the interest the bonds have earned. The bonds don't have to be <a href="http://www.savings-bond-advisor.com/when-do-my-savings-bonds-mature/" rel="nofollow">mature</a> under any definition of that slippery term. Hi Denis - If you otherwise qualify for the Savings Bond education deduction, you can redeem Savings Bonds, put the money in a Qualified Tuition Plan, and take the normal Savings Bond education deduction against the interest the bonds have earned.

The bonds don't have to be mature under any definition of that slippery term.

]]> by: Denis Mulcahy http://www.savings-bond-advisor.com/do-savings-bond-purchase-limits-impact-rollovers/#comment-2901 Sun, 08 Apr 2007 16:52:45 +0000 http://www.savings-bond-advisor.com/do-savings-bond-purchase-limits-impact-rollovers/#comment-2901 Question: Can Series EE Bonds be rolled over to a NY 529 College Plan. Is there a Federal Tax Liability for interest already earn on these bonds. Does bonds have to be mature before the rollover. Denis Question:
Can Series EE Bonds be rolled over to a NY 529 College Plan. Is there a Federal Tax Liability for interest already earn on these bonds. Does bonds have to be mature before the rollover.

Denis

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