|
TABLE
OF CONTENTS: |
|
Foreword
by Robert K. Heady, founding publisher
of Bank Rate Monitor |
| |
| Part
I: Servicing Savings Bond Investors |
| Why
Service U.S. Savings Bond Owners? |
| What
Is Needed To Analyze A Savings Bond
Investment? |
| Where
Do Bond Owners Go For Information? Your
Competition |
| How
To Effectively Work With Savings Bond
Owners |
| |
| Part
II: U.S. Savings Bonds 101: The Basics |
| Understanding
Interest Rates |
| Timing
Issues And Maturity Periods |
| Purchasing
U.S. Savings Bonds |
| Redeeming
U.S. Savings Bonds |
| Exchanging
for HH Bonds |
| Recovering
Lost Bonds |
| The
Educational Feature Of Series EE Bonds |
| |
| Part
III: Beyond the Basics |
| Savings
Bonds to Other Investments |
| Savings
Bonds and Retirement |
| Taxation
Issues for U.S. Savings Bonds |
| Reissuing
U.S. Savings Bonds |
| Trusts
and Estate Planning |
| The
New I Bond |
| |
| Part
IV: Resources |
| Where
to Get Help |
| |
| Appendix
A |
| Savings
Bond Series at a Glance: Your
Official Cheat Sheet |
| |
| Appendix
B |
| Redemption
Table |