The Difference Between EE, HH, and I Savings Bonds

October 1, 2010 Tax News 6 Comments Print this page Share

Clients frequently ask us about the tax effects of government savings bonds they have in their house or safe deposit box.  When this question comes up, it’s usually in the context of estate planning.  To give an appropriate answer, we need to gather some facts:

• What type of bonds are they?
• Who is the legal owner of the bonds?
• When were the bonds issued and when do they mature?
• What is the interest rate earned?

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