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Issued December 2024
Is it just us, or did you blink and 2024 was nearly over? With how busy we’ve been at the Treasurer’s Office, time seems to fly by. Treasurer Smith starts the newsletter by recapping our big milestones for the year before sharing even more reasons to celebrate in 2024. This includes IAble’s exciting Investment Option announcement, ISave 529’s latest giveaway and more.
A Celebration of Updates and Changes!
Issued September 2024
Happy Fall! As the leaves begin their transformation, Treasurer Smith is reminded of how exciting it is to celebrate change. We’ve made several changes that are worth celebrating, from a fresh new plan name to expanded eligibility for small business loans and more. It’s all about growth and progress here, and he's thrilled to share these latest updates with you!
BIG Updates Result in Lower Fees and Higher Tax Deductions
Issued June 2024
With two bills backed by the Treasurer's Office being signed into law and other exciting updates, there’s a lot to celebrate and share in this newsletter! We hope you enjoy reading about reduced fees, an increase to the 2024 state tax deduction (again!) and expanded ways to use leftover 529 education savings. Plus, you might even find your name on our themed-list of people with unclaimed money!
It may be summer, but we’re not taking a break from keeping the money safe for Iowans – including your education savings, disability-related savings or lost money. Let the journey continue!
Financial Literacy is More Than Just Dollars and Cents
Issued March 2024
A favorite adage of Benjamin Franklin’s, “A penny saved is a penny earned,” reminds us of the importance of saving, suggesting that saving even a little, can benefit us in the future. As we head into Financial Literacy month and ABLE to Save month, there’s so much to learn about saving and spending our pennies wisely.
The Most Wonderful Time of the Year
Issued December 2023
It’s a tale as old as time – the days go by slow, but the years go by fast. As Treasurer Smith thinks about wrapping up his first year as Iowa’s State Treasurer, he can attest to its truth. This year has been full of moments the Treasurer won’t forget – reuniting an Iowan with $4.5 million, providing eight families (with two more coming up) a boost to their education savings through College Savings Iowa giveaways, announcing IAble reached $20 million in assets, meeting many of you at the Iowa State Fair… the list continues.
He cannot wait to see what we accomplish in 2024, and he is thankful to have you along this journey.
Record-Breaking Excitement!
Issued September 2023
It’s been an incredible summer at the State Treasurer's Office! With the largest ever Great Iowa Treasure Hunt return, in addition to discovering a Michael Jordan rookie card in our safekeeping, we haven’t been low on excitement around here! But we have so much more to celebrate: College Savings Month is here with a chance to win a $5,290 contribution, and National Disability Employment Awareness Month is just around the corner. Enjoy!
Making the Most of 2023
Issued June 2023
Can you believe it? We are halfway through the year! Life goes by fast, and that is no exaggeration. Whether you are pursuing financial freedom, searching for your lost funds, sending your child off to higher education or wanting to start a small business, Treasurer Smith hopes the tips in this newsletter help you make the most of the remainder of 2023.
Growth, Beginnings and Renewal
Issued March 2023
Welcome Spring! Embarking on this new journey as Iowa’s 26th State Treasurer has been a busy and thrilling time for Treasurer Smith! Learning is a lifelong pursuit. Whether someone is 4 or 104, there is always more to discover about financial well-being. In this month’s newsletter, we kick off Financial Literacy Month with resources for adults to help engage youth in exploring financial literacy topics, remind Iowa taxpayers of College Savings Iowa’s tax benefits, bring you some exciting news regarding the Age Adjustment Act for ABLE plans and share the success of Unclaimed Property Day with the Great Iowa Treasure Hunt.
