DES MOINES, Iowa – State Treasurer Roby Smith wants to inform Iowans that businesses soon will be sending due diligence informing customers they may have unclaimed assets. “Businesses holding dormant assets are required to send due diligence before sending unclaimed property, such as an uncashed check or inactive bank account,...
DES MOINES – State Treasurer Roby Smith reunited Heartland Family Services with more than $12,000 through Great Iowa Treasure Hunt, the State’s only legitimate program for reuniting lost funds with individuals and businesses in Iowa. “I am thrilled to reunite Heartland Family Service with this money to help them continue...
DES MOINES – State Treasurer Roby Smith awarded a $1,000 College Savings Iowa contribution to the Helgeson family of Lake Mills after 5-year-old Clayton was drawn as a winner of the 529 Day campaign giveaway in May. “Investing in a child’s future could be the difference between a dream and reality,”...
DES MOINES, Iowa – State Treasurer Roby Smith is sharing about the versatility of the College Savings Iowa 529 plan. “While many know their College Savings Iowa accounts can be used to pay for education expenses beyond tuition, some may not know up to $10,000 in account funds can be...
DES MOINES, Iowa – State Treasurer Roby Smith is spreading the word about IAble, Iowa’s Achieving a Better Life Experience (ABLE) plan. “Individuals with disabilities face a variety of challenges; pursuing financial independence shouldn’t be one of them. The Plan allows eligible individuals with a disability to save money above...
DES MOINES – State Treasurer Roby Smith is starting the summer by reminding Iowans of his ongoing efforts to return unclaimed funds. "For some, summertime means going into ‘vacation mode’, but not for Great Iowa Treasure Hunt,” said Smith. “Putting lost money back into the hands of rightful owners is...
DES MOINES, Iowa – State Treasurer Roby Smith announces IAble, Iowa’s Achieving a Better Life Experience (ABLE) plan, has reached an important milestone. “I am proud to share IAble Account Owners have withdrawn more than $10 million to pay for Qualified Disability Expenses,” said Smith. “This is not only a...
DES MOINES, Iowa – State Treasurer Roby Smith is reminding Iowans of the benefits of 529 accounts with a 529 Day giveaway. “For this year’s celebration, we are giving away an out-of-this-world $1,000 College Savings Iowa contribution to a new or existing account!” said Smith. “Don’t miss this opportunity to...
DES MOINES – State Treasurer Roby Smith is sharing how he continues to protect the unclaimed assets of Iowa’s citizens and businesses. “Keeping Iowa’s money safe is a top priority of mine, which includes assets that have been forgotten or lost by their owner,” said Smith. “To add another layer...
DES MOINES, Iowa – State Treasurer Roby Smith is thrilled to announce historic updates across Iowa’s 529 plans. Recent state legislation has increased the tax deduction amount up to $5,500 for contributions to Iowa’s two 529 plans, College Savings Iowa and the IAdvisor 529 Plan, and IAble, Iowa’s Achieving a Better...
