How To Get Bigger Bond Yields And Beat The Big Money: (I-Bonds)

Ted

FYI: The investment world is caught in a vise between the collapse of long-term interest rates and the relentless (if understated) rise in the cost of living.

Some $16 trillion of global bonds yield less than zero, and the downturn in yields seems to be only accelerating. While textbooks say that should pump up the value of other investments, the action of the past week says otherwise. The plunge in Treasury yields spooked the stock market on Wednesday, sending the Dow Jones Industrial Average into an 800-point swoon.
Regards,
Ted
https://www.barrons.com/articles/how-to-get-bigger-bond-yields-and-beat-the-big-money-51565983394?mod=djem_b_Weekly Feed for Barrons Magazine

Treasury Direct.Com
https://www.treasurydirect.gov/indiv/research/indepth/ibonds/res_ibonds.htm

msf

" Individuals are limited to purchasing $10,000 of I bonds each year"

In addition, tax filers may also purchase $5K of paper I bonds, using their tax refunds to pay for them. That means that if you file jointly, you and your spouse are still limited to just $5K of bonds.
https://www.irs.gov/refunds/using-your-income-tax-refund-to-save-by-buying-us-savings-bonds

If you're not expecting a refund but still want to buy I-bonds this way, you can make an extra estimated tax payment to the IRS. The IRS doesn't care why you sent them too much money. All that matters is that you're getting a refund.