I am trying to turn off automatic I-Bond investments that I have been making monthly for each of my children for many years.
I have attempted to follow online instructions which indicate that once in my Treasury Direct account I should go to "Manage Direct" and then click on "View/Delete a pending purchase/reinvestment" but this then returns the message "you have no pending purchases or pending reinvestments at this time".
These are the instructions I have been trying to follow (see second page):
https://www.treasurydirect.gov/files/re ... chases.pdf
If this is helpful, these purchases end up in my "Gift Box" with separate Registrations for each child and I intend to transfer them to them over a period of years as I understand the $10k/year maximum.
Am I missing something here? i just can't seem to find a way to turn off these investments which I would like to do now that each child has graduated college.
Thank you!
Orlandoguy
I have attempted to follow online instructions which indicate that once in my Treasury Direct account I should go to "Manage Direct" and then click on "View/Delete a pending purchase/reinvestment" but this then returns the message "you have no pending purchases or pending reinvestments at this time".
These are the instructions I have been trying to follow (see second page):
https://www.treasurydirect.gov/files/re ... chases.pdf
If this is helpful, these purchases end up in my "Gift Box" with separate Registrations for each child and I intend to transfer them to them over a period of years as I understand the $10k/year maximum.
Am I missing something here? i just can't seem to find a way to turn off these investments which I would like to do now that each child has graduated college.
Thank you!
Orlandoguy
Statistics: Posted by orlandoguy — Mon Jul 29, 2024 12:56 pm — Replies 0 — Views 32