'Back-Door' Method For Getting Paper I Bonds

Discussion of the Cash portion of the Permanent Portfolio

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Ad Orientem
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'Back-Door' Method For Getting Paper I Bonds

Post by Ad Orientem »

For those investors who prefer paper I Bonds to the electronic I Bonds issued via TreasuryDirect, and/or for those who want to increase their annual allocation from $10,000 per person, there’s still a back-door option that allows you to purchase an additional $5,000 in paper I Bonds per tax return per year.

By attaching IRS Form 8888 to their tax return, taxpayers can opt to have part or all of their tax refund (up to $5,000 per return) issued in paper I Bonds. This little-known option may well disappear at some point in the future, but the Form 8888 has been finalized for 2013 tax returns, so we know that it will be available once again this year.
Read the rest here...
http://www.forbes.com/sites/theboglehea ... r-i-bonds/

P.S. I am not endorsing I Bonds as a substitute for Cash or T Bills in the PP. But for those interested this seems to be among the last ways to get paper bonds.
Last edited by Ad Orientem on Wed Nov 06, 2013 1:51 pm, edited 1 time in total.
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smurff
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Re: 'Back-Door' Method For Getting Paper I Bonds

Post by smurff »

Thanks for the reminder.
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