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Low-Risk Tax-Time Savings for All with U.S. Savings Bonds: Training Presentation

Low-Risk Tax-Time Savings for All with U.S. Savings Bonds: Training Presentation

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Published by Sarika Abbi
http://bondsmakeiteasy.org This presentation can be used by tax sites to train staff and tax preparers about the new opportunity for their tax clients to save a portion of their refunds directly on the tax form into U.S. Series I Savings Bonds. It provides information on why savings matters, the features of U.S. Savings Bonds, and how to present savings at tax time. This presentation is usually delivered as a webinar, but can also be used in a classroom setting.
http://bondsmakeiteasy.org This presentation can be used by tax sites to train staff and tax preparers about the new opportunity for their tax clients to save a portion of their refunds directly on the tax form into U.S. Series I Savings Bonds. It provides information on why savings matters, the features of U.S. Savings Bonds, and how to present savings at tax time. This presentation is usually delivered as a webinar, but can also be used in a classroom setting.

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Categories:Types, Business/Law
Published by: Sarika Abbi on Dec 01, 2010
Copyright:Attribution Non-commercial

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11/08/2011

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Challenges lower-income

savers face:

Limited income ±a minimum

wage worker makes $15K a year.

Consumerism ±pressure to buy

is everywhere.

Family & friends ±are often in

need, creating pressure to share

resources.

Few opportunities ±most

people save with structured help

(e.g., 401(k) plans), but poor

people get little or no such help.

Q: How many

Americans
currently hold
Savings Bonds?

A:55 Million.
(That¶s 1 in 6!)

5

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