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Investor's Guide on E to H Bond Conversions and Retirement Choices
A CPA urges careful tax and rate analysis before swapping E bonds for H bonds, noting potential gains from reinvesting after taxes. The discussion considers converting to AAA bonds, retiring pension funds, and diversifying into solid equities or high quality discount preferreds for steady income. Readers’ questions touch on converting E to H, pension withdrawals, and low cost mutual fund purchases.
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