State Treasurer of Iowa

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Start Your New Year with New Savings Goals

Issued January 2024

The start of a new year is the perfect time to look back at how your savings has developed and determine where you’d like it to go. Setting savings goals and determining steps to achieve those goals, help set you, and the future scholars you’re investing for, up for success.

January 2024 Newsletter

Scary Good 529 Tricks and Tips

Issued October 2023

Halloween is quickly approaching, and this season always brings fond memories. It’s more than the candy (although, that is arguably one of the best parts) – it’s about seeing your children actively fulfill their dreams. Whether that’s being a scientist, police officer, fire fighter, zoologist or even a Disney princess, rest assured you are saving for the day these dreams become a reality. In this newsletter, Treasurer Smith explores some of those dreams and different tools and tips you can use along the way.

October 2023 Newsletter

The Power of Saving

Issued July 2023

There’s a great deal of power in saving. More than 284,000 people are saving for education expenses with College Savings Iowa. In this quarter’s newsletter, Treasurer Smith highlights how investing for education savings now can have a big payoff later, how Upromise® can help give your account a boost, the different ways to withdraw from your account and a reminder to keep records of funds used for qualified education expenses beyond tuition.

July 2023 Newsletter

Mark Your Calendar for 529 Day

Issued April 2023

Keeping you informed on ways to help you maximize your College Savings Iowa account is important to Treasurer Smith as administrator of the Plan. In this newsletter, Treasurer Smith highlights a variety of ways contributions can be made to your account – through our referral program, straight from your paycheck and from the palm of your hand. Enjoy!

April 2023 Newsletter

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