Savings Bonds in an Oregon Divorce

What to Know About Savings Bonds in an Oregon Divorce: The Short Version

• Savings bonds are low-risk investments sold by the United States Department of the Treasury.
• There are two main types of savings bonds: Series EE and Series I.
• Series EE bonds have a fixed rate of interest.
• Series I bonds have two components: a fixed rate of interest and an inflation-adjusted rate.​

Savings bonds can be transferred pursuant to a divorce judgment, but they cannot be divided without liquidating them first.

There are regulations that you must understand, particularly those that concern taxation of the accrued and future interest.  Matthew will explain what you need to know. He will suggest the simplest and most tax-advantageous approach to the division or retention of savings bonds, but the final decision is yours.

Next Steps

Please consider scheduling a consultation as soon as you are ready to begin mediation.

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