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Personal Investments • i-bonds - how much is too much?

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I'd suggest you create a spreadsheet with the maturity dates and dollar amounts and compare that to when you'll be in retirement, drawing social security and/or taking RMDs from a 401k or IRA.

You could be creating a relatively high (forced) income for yourself, which of course sounds attractive, but can be a determining factor with all sorts of things like IRMAA.

Regards,
The income I'm forcing upon myself is the realized interest on the redeemed bonds for the year?
Yes.
My point was that holding $40k in bonds for 30 years could build up a fair amount of interest income. Since you seem to have a plan to spend them before that day arrives (on college funding) my concern is moot.

Regards,

Statistics: Posted by retired@50 — Sat Feb 03, 2024 11:19 am — Replies 7 — Views 365



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