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U.S. Savings Bonds: 
The Definitive Guide for Financial Professionals

"An essential resource for any advisor looking to re-position client assets currently in savings bonds and ensure they get every cent owed. Simple, thorough, readable. Dan almost makes savings bond FUN!" –Gail Buckner, Senior V.P., Putnam Investments & Host of Fox on Money

Referenced by financial media nationwide, this critically acclaimed desk reference provides accurate and up-to-date information on issues that will help the financial professional integrate client holdings into any financial plan or strategy. Subject matter includes tips not available in government resources or elsewhere.  The guide's purpose is twofold: to fill the void of savings bond information and to present the financial professional with a new service opportunity.

Daniel J. Pederson
4th edition
Paperback 8 1/2  x 11, 260 pages
Index & Glossary
TSBI Publishing
ISBN 1-890394-28-9
Availability: Same day shipping

 
INTERNET SPECIAL $27.95 (includes priority shipping) Special discounts for orders of 2 or more.
ORDER THIS BOOK NOW

 

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

 


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