1. This Excel spreadsheet CALCULATES the values of U. S. Series E Savings Bonds. (Series E bonds were sold BEFORE July 1980.) This program will be accurate for DECADES if the user adds readily available, future market-based rates semi-annually.
Enter the dates and face values of your bonds into the first two columns of the table. Calculated for each of your bonds are its
o purchase price,
o current value (within 1 cent/$25 face value),
o current guarantee rate,
o yield to date,
o date when interest will no longer be paid,
o expected return 12 months from now,
o after-tax proceeds if redeemed,
o the fully taxable return required from a new investment to equal your bonds' performance over the next year, and
o the months to redeem the bonds to avoid losing interest.
Documentation is included in the spreadsheet.
2. You MUST have MS Excel (spreadsheet) V4.0 or later to use this program. Some may need to open the EBOND10.XLS file from within the Excel application.
3. This is SHAREWARE. If you like this software, please register it using the registration form that is found below the main table in EBOND10.XLS. Cost is $14.
4. This Excel template may be distributed to anyone in its original cell-protected form. Do NOT distribute a version in which the cells are unlocked.
5. Contact me you have any trouble with or questions about this template:
