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Listen "May – October 2022 I Bond Rate is 9.62%!"
Episode Synopsis
When you buy a US Series I Savings Bond (I Bond) during May through October 2022 your initial 6-month rate will be 9.62%
Check out our resources below for more in-depth articles and research, but here’s what that 9.62% really means.
You have to hold the bond for at least 12 months
You’ll get 9.62% annualized, but only for 6 months
Your $100 I bond purchase would turn into $104.81 6 months later
You will not know your 6-month renewal rate until November 2022
Although keep coming back to our website, we’ll be tracking it every month and expect to get the inflation numbers from the US Government on October 13th
We know the formula and will publish our prediction for the November I bond inflation on October 13th
All you know when you buy the I Bond is you’ll get 4.81% over the 12-months that you have to hold it.
Although you’ll probably get more, only 2 times out of 49 has the rate been 0.0%
If you cash out the I bond within the first 5 years you will forfeit the prior 3 months of interest as a penalty.
Enjoy the quick update! Please reach out with any questions and check out our resources below:
Resources:
Our In-depth article and monthly projections on I Bonds
This article has 9 steps at the end on how to buy I bonds directly through the US Treasury
Free Retirement Video Course: Your 5 Step Retirement Income Plan
Podcast: US Series I Savings Bonds Simplified featuring David Enna from TipsWatch.com
Treasury Direct: Series I Savings Bonds
3 Things You Should Know Before Choosing A Financial Advisor
6 Questions Retirees Aren’t Asking But Should Be
Subscribe to Retirement Revealed on Google Podcasts
Subscribe to Retirement Revealed on Apple Podcasts
Connect With Jeremy Keil:
[email protected]
(262) 333-8353
LinkedIn: Jeremy Keil
Facebook: Jeremy Keil
LinkedIn: Keil Financial Partners
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Disclosures
Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
For important disclosures visit: https://keilfp.com/disclosures/
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Check out our resources below for more in-depth articles and research, but here’s what that 9.62% really means.
You have to hold the bond for at least 12 months
You’ll get 9.62% annualized, but only for 6 months
Your $100 I bond purchase would turn into $104.81 6 months later
You will not know your 6-month renewal rate until November 2022
Although keep coming back to our website, we’ll be tracking it every month and expect to get the inflation numbers from the US Government on October 13th
We know the formula and will publish our prediction for the November I bond inflation on October 13th
All you know when you buy the I Bond is you’ll get 4.81% over the 12-months that you have to hold it.
Although you’ll probably get more, only 2 times out of 49 has the rate been 0.0%
If you cash out the I bond within the first 5 years you will forfeit the prior 3 months of interest as a penalty.
Enjoy the quick update! Please reach out with any questions and check out our resources below:
Resources:
Our In-depth article and monthly projections on I Bonds
This article has 9 steps at the end on how to buy I bonds directly through the US Treasury
Free Retirement Video Course: Your 5 Step Retirement Income Plan
Podcast: US Series I Savings Bonds Simplified featuring David Enna from TipsWatch.com
Treasury Direct: Series I Savings Bonds
3 Things You Should Know Before Choosing A Financial Advisor
6 Questions Retirees Aren’t Asking But Should Be
Subscribe to Retirement Revealed on Google Podcasts
Subscribe to Retirement Revealed on Apple Podcasts
Connect With Jeremy Keil:
[email protected]
(262) 333-8353
LinkedIn: Jeremy Keil
Facebook: Jeremy Keil
LinkedIn: Keil Financial Partners
===
Disclosures
Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
For important disclosures visit: https://keilfp.com/disclosures/
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