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Ee Bonds Case

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Ee Bonds Case
• I would also suggest selling your EE bonds and contributing the proceeds to the MOST 529 savings plan. The interest earned on Series EE US Savings bonds issues after December 31, 1989 are tax free when the bonds are redeemed to pay for qualified higher education expenses or rolled over into section 529 college savings plans, prepaid tuition plans, or Coverdell Education Savings Accounts. The EE bonds are currently worth $25,000 and earn a return of 3.5%. The projected rate of return for the MOST 529 portfolio allocation is greater and investing the after-tax proceeds into this plan will result in a greater return over the 13-year time period before Becky enters college. In addition, if the Bedo’s contribute the proceeds of the EE bonds
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