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What Every Physician Should Know About I-Bonds
22:36
 

What Every Physician Should Know About I-Bonds

emergencyfund i-bonds inflation investment physicianfamily Aug 24, 2022

I-Bonds are an excellent component of a physician’s fully-funded emergency fund. They are state income tax-free and they pay interest that is very similar or exactly the same as the inflation rate. But what are I-Bonds and how do they work? Why would a physician want to buy an I-Bond? Tune in today to learn more about how I-Bonds work and why they are a great aspect of an emergency fund. 

 

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Send your questions about taxes, investing, extra money, retirement, college, and financial parenting to [email protected] or call the Physician Family Answer Line at (503) 308-8733.

 

IN THIS EPISODE

  • [0:28] What are I-Bonds, and how do they work?
  • [5:10] How does the website work to buy I-Bonds?
  • [9:17] Why would a physician want to buy an I-Bond?
  • [14:44] How to show the non-financial spouse how to get access to the emergency fund. 
  • [17:34] Splitting up I-Bonds and how that works. 

 

NOTICE

Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

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