Series I savings bonds

E177894

Series I savings bonds are U.S. government savings securities designed to protect against inflation by combining a fixed interest rate with an inflation-adjusted rate.

All labels observed (2)

Label Occurrences
Series I Savings Bonds 1
Series I savings bonds canonical 1

How this entity was disambiguated

Statements (48)

Predicate Object
instanceOf U.S. savings bond ⓘ
non-marketable security ⓘ
ageRequirement can be owned by minors with a custodian ⓘ
backing full faith and credit of the United States government ⓘ
category retail savings product ⓘ
country United States ⓘ
currency United States dollar ⓘ
linked to: US dollar
denominationType electronic ⓘ
paper via federal tax refund ⓘ
earlyRedemptionPenalty forfeit last 3 months of interest if redeemed before 5 years ⓘ
educationTaxBenefit may be tax-advantaged for qualified higher education expenses ⓘ
electronicPurchaseLimitPerPersonPerYear 10000 USD ⓘ
eligibleOwners U.S. individuals ⓘ
certain trusts and estates ⓘ
fixedRateDetermination set by U.S. Treasury at time of purchase ⓘ
giftability can be given as a gift in TreasuryDirect ⓘ
inflationIndex Consumer Price Index for All Urban Consumers ⓘ
inflationRateDetermination based on change in CPI-U over prior six months ⓘ
interestAccrualFrequency monthly ⓘ
interestCompoundingFrequency semiannual ⓘ
interestPaymentMethod accrued and paid at redemption or maturity ⓘ
interestRateFloor cannot go below 0 percent composite rate ⓘ
interestRateResetFrequency semiannual ⓘ
interestStructure fixed rate plus inflation-adjusted rate ⓘ
interestTaxation exempt from local income tax ⓘ
exempt from state income tax ⓘ
subject to federal income tax ⓘ
interestType compound interest ⓘ
introductionYear 1998 ⓘ
issueDateDefinition first day of the month in which payment is received ⓘ
issuer United States Department of the Treasury ⓘ
marketability non-marketable ⓘ
maturity 30 years ⓘ
maximumSingleElectronicBond 10000 USD ⓘ
minimumElectronicDenomination 25 USD ⓘ
minimumHoldingPeriod 1 year ⓘ
ownershipForm registered security ⓘ
paperPurchaseLimitViaTaxRefundPerYear 5000 USD ⓘ
purpose encourage long-term saving ⓘ
protect against inflation ⓘ
redemptionLocation TreasuryDirect for electronic bonds ⓘ
linked to: TreasuryDirect

participating financial institutions for paper bonds ⓘ
regulator Bureau of the Fiscal Service ⓘ
riskLevel low credit risk ⓘ
salePlatform TreasuryDirect ⓘ
transferability non-transferable ⓘ
useCase inflation hedge ⓘ
long-term savings ⓘ

How these facts were elicited

Referenced by (2)

Full triples — surface form annotated when it differs from this entity's canonical label.

TreasuryDirect → offersProduct → Series I savings bonds ⓘ
Treasury Inflation-Protected Securities → relatedInstrument → Series I Savings Bonds ⓘ
linked to: Series I savings bonds