The Flip Side of Inflation: A Fixed Income Investment Yielding Return

“Inflation” is getting bad press lately, but one positive is the Series I Bond, a Federal Treasury bond that’s been available since 1999.

A few reasons why this savings vehicle is suddenly so popular:

• It’s tied to inflation, which was up 7% in the past year
• Buying it will lock in a return of 7.12% until May
• It’s limited to a $10,000 annual investment for individuals, or $20,000 per couple
• You must hold it for one year, minimum
• You only pay taxes on the interest income earned when you sell
• It’s virtually risk-free

If you’re looking for a safe, high return to help protect your family’s legacy, this is the kind of investment that Sunstone Trust advisors can discuss when you open an account. #SunstoneTrust