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Savings-Bonds-Alert: What is the maximum annual investment?

Friday, March 25, 2005

What is the maximum annual investment?

Is the $30,000 annual limit on Savings Bond purchases related to the face value of the bonds or to the investment? In other words, is the annual limit in terms of Series EE face value $30,000 or $60,000? Tom's response The limit is how much you can invest. You can invest $30,000 a year in paper Series EE bonds, which will have a $60,000 face value. You can invest another $30,000 in paper Series I bonds as well as $30,000 each in electronic Series EE and Series I bonds, for a total of $120,000 a year.


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