Episode #155

20/20 Money Episode #155 – I-bonds: a little-known (and guaranteed) option for “lazy money”

October 25, 2021

Most of us can’t remember the last time that we actually earned anything worth noting on our cash reserves. The days of 4%+ savings accounts are decades-old memories. However, there is one silver lining of rising inflation: I-bonds are attractive again, and it’s a great option for optometrists to consider when looking to get some yield on cash that needs to be risk-free.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

Resources:

www.treasurydirect.gov

Treasury Direct information on I-Bonds

Treasurydirect.gov account signup page

Episode Transcript

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