Members in the News

Barry Picker (Queens/Brooklyn)

Inherited Savings Bonds: What You Need to Know

Morningstar

Let's say you want to hold the bonds you inherited. Although you're not required to have them reissued in your own name, you should so that you can name a new beneficiary in case you die before cashing the bond, says Barry Picker, a CPA with Picker & Auerbach in Brooklyn, NY.