The Motley Fool Discussion Boards
Investing/Strategies / Bonds & Fixed Income Investments
|Subject: Treasury Direct Jt account||Date: 1/5/2005 9:43 PM|
|Author: Godelieve||Number: 11554 of 35367|
I've asked this question to Treasury Direct directly, but they're slow about getting back with me.
1) I am trying to set up a Treas Direct account where DH and I have joint ownership. I opened the account in my name and registered the bonds in both our names. Is this how other joint owners among you have done it?
2) Is the annual limit tallied for both of us in that one account or only for me since I opened the account in my name? That is, could I purchase $60000 of I bonds and $60000 of EE bonds in that one account or would I have to open another account in DH's name and register those bonds in both our names so that he can meet his limit separately?
I hope that's clear. (Maybe that's why it's taking them so long to get back with me!)
|Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|