U.S. Savings Bonds Strategy

Using Savings Bonds to Fund a Charitable Gift Annuity

For some people, the U.S. savings bonds they've bought end up forgotten in a drawer, closet or safety deposit box. But not for someone as clever as A.B. Clark of Baton Rouge.

Miss Clark, a retired teacher and director of the LSU School of Home Economics, bought bonds as an investment over the last few decades.When she went to cash them in, she discovered it was costly. The reason? The cash a person receives from the bonds' accumulated interest is taxable income. Download the newsletter to read more.

 

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