How, When, and Why to Buy I Bonds

Why would anyone want to buy I Bonds? Does a guaranteed, annualized interest rate of 6.89% for the next six months do anything for you?

It’s tough to find a guaranteed rate approaching 7%, and that’s what you’ll get for your first 6 months if you buy I Bonds between November 2022 until the end of March 2023.

While you may not be a huge fan of the issuer — that would be the U.S. Treasury, you cannot find a safer source of fixed income. After all, the Treasury has the power to create money and the U.S. dollar still holds prestige.

How do you buy these I Bonds? It’s not as simple as buying shares of BND or VBTLX from Vanguard, but it’s not terribly complicated, either.

How, When, and Why to Buy I Bonds

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These bonds are not new, but they’re newly enticing. You see, the interest rate is tied to one of the U.S. Governments measure of inflation, the CPI-U, which has been rather high throughout 2022.

Why You’re Hearing So Much About I Bonds

For the same reason that Social Security benefits will receive a 8.7% boost as a cost-of-living adjustment for 2023, I Bonds have been paying a higher rate than they have in years.

Interest in I Bonds is credited twice a year, but you do not pay taxes on that interest until you decide to cash out your bond. It is automatically reinvested.

Advantages of I Bonds 1. Tax Treatment

“High Yield” savings accounts are paying about anywhere from a few basis points up to about 3% interest in late 2022. Typical savings accounts pay even less.

2. The Interest Rate!

Vanguard’s Total Bond Fund yields 1.5% and the value of the underlying fund is subject to change, unlike the value of an I Bond, which can never drop (or rise) in value. A 6.89% return is awfully good for fixed income at the moment.

Sure, Congress will play games and kick the can down the road, but the odds of our government actually defaulting on debts owed to investors is exceptionally low.

3. Low Default Risk

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