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☆ Treasury Department announces new Series I bond rate of 5.27% for the next six months
  + stars: | 2023-10-31 | by ( Kate Dore | Cfp | Kaitlin Bender-Thomas | ) www.cnbc.com   time to read: +1 min
How to calculate I bond ratesThe Treasury adjusts I bond rates every May and November, and there are two parts to I bond yields: a variable and fixed portion. The variable rate moves every six months based on inflation, and the Treasury can change the fixed rate every six months, but that doesn't always happen. The variable rate resets every six months starting on the investor's I bond purchase date, not when the Treasury announces new rates. Currently, the variable rate is 3.94% and the fixed rate is 1.30%, for a rounded combined yield of 5.27% on I bonds purchased between Nov. 1 and April 30. However, the headline rate may be different than what you receive because the fixed rate stays the same for the life of your bond.
Persons: Ken Tumin Organizations: U.S . Department of, Treasury
☆ Op-ed: Give from your estate now to reduce your tax exposure later
  + stars: | 2023-10-23 | by ( Trey Smith | Certified Financial Planner | Senior Managing Director At Truist Investment Services | ) www.cnbc.com   time to read: +6 min
The current exemption limit is $12.92 million for estates of individuals and $25.84 million for the combined estates of married couples. About 0.1 to 0.2% of estates of people who died in recent years have been subject to federal tax. A common strategy is to trim your estate's value before Dec. 31, 2025, and then keep it below the exemption limit, if feasible, or as low as possible to minimize tax exposure. This would assure substantial resources for their grandkids' educations while reducing the couple's combined estate by $1.7 million. While getting organized to reduce your estate's value by making gifts, it's a good idea to get updated real estate appraisals.
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