Comments on: Savings Bond registration and possession basics http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/ Fri, 29 Aug 2008 20:46:48 +0000 http://wordpress.org/?v=2.0.4 by: Tom Adams http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-17342 Mon, 03 Mar 2008 14:49:57 +0000 http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-17342 Don - it's legitimate; there's more info about it in the comments on <a href="http://www.savings-bond-advisor.com/keylogging-programs-gain-sophistication/" rel="nofollow">this page</a>. Tom Adams Don - it's legitimate; there's more info about it in the comments on this page.

Tom Adams

]]> by: Don http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-17225 Sun, 02 Mar 2008 13:27:50 +0000 http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-17225 I have recently received an email from Treasury Direct saying that they are about to mail out security keys of some sort which we will need to access our accounts. Is this email legitimate, and do you know anything about this new security measure? I have recently received an email from Treasury Direct saying that they are about to mail out security keys of some sort which we will need to access our accounts. Is this email legitimate, and do you know anything about this new security measure?

]]> by: Tom Adams http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-15986 Wed, 06 Feb 2008 20:50:42 +0000 http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-15986 Hi Anne - SSI definitely looks for Savings Bonds using SS numbers; I don't know whether they look at names or not. As far as the Treasury is concerned you can <a href="http://www.savings-bond-advisor.com/putting-savings-bonds-into-a-trust/" rel="nofollow">put the bonds in the trust</a>, but I don't know SSI's rules about this. Tom Adams Hi Anne - SSI definitely looks for Savings Bonds using SS numbers; I don't know whether they look at names or not.

As far as the Treasury is concerned you can put the bonds in the trust, but I don't know SSI's rules about this.

Tom Adams

]]> by: Anne Long http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-15981 Wed, 06 Feb 2008 17:54:56 +0000 http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-15981 My two teenage daughters have received a number of EE bonds over the years from an aunt. When she purchased them the SS numbers were sometimes correct, sometimes not. My eldest has a severe disability and we are now applying for SSI on her behalf. To receive SSI she can not have more than $2000 in her name. (We have a trust.) Q1 - While processing her SSI application will SSI see total bond assets on the basis of the name, or on the basis of the SS number? Q2 - Can I transfer ownership of my daughter's bonds the bonds to a special needs trust? My two teenage daughters have received a number of EE bonds over the years from an aunt. When she purchased them the SS numbers were sometimes correct, sometimes not.

My eldest has a severe disability and we are now applying for SSI on her behalf. To receive SSI she can not have more than $2000 in her name. (We have a trust.)

Q1 - While processing her SSI application will SSI see total bond assets on the basis of the name, or on the basis of the SS number?

Q2 - Can I transfer ownership of my daughter's bonds the bonds to a special needs trust?

]]> by: Tom Adams http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-15789 Thu, 31 Jan 2008 15:54:12 +0000 http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-15789 B.K. - the info you're looking for is <a href="http://www.savings-bond-advisor.com/list-of-us-savings-bonds-by-ssn/" rel="nofollow">here</a>. Jean - If by "retire" you mean "redeem", yes you can do that. You should hold back <a href="http://www.savings-bond-advisor.com/federal-income-tax-brackets/" rel="nofollow">what you need for taxes</a> and give them the rest of the money. Tom Adams B.K. - the info you're looking for is here.

Jean - If by "retire" you mean "redeem", yes you can do that. You should hold back what you need for taxes and give them the rest of the money.

Tom Adams

]]> by: Jean Hill http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-15664 Wed, 30 Jan 2008 16:37:23 +0000 http://www.savings-bond-advisor.com/savings-bond-registration-and-possession-basics/#comment-15664 In 1992 I bought EE bonds for my each of my neices and nephews. They were each POD. I would like to give them the bonds now. How do I do that? Or can I retire them? Laater I bought I bonds with co-owners. Can I retire them? In 1992 I bought EE bonds for my each of my neices and nephews. They were each POD. I would like to give them the bonds now. How do I do that? Or can I retire them? Laater I bought I bonds with co-owners. Can I retire them?

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