DES MOINES, IA (10/15/2015)(readMedia)-- State Treasurer Michael L. Fitzgerald encourages all Iowans to participate in National Save for Retirement Week this October 18-24. "We want everyone, from those just entering the workforce to those preparing to leave, to reflect on their retirement savings goals," Fitzgerald said. Visit www.icmarc.org/retirement-week.html to sign up for a webinar or access free retirement planning tools.

National Save for Retirement Week began in 2006 as an effort to increase public knowledge about the importance of saving for retirement and the benefits of employer-based savings and pension plans. Three separate webinars are offered throughout the week, and a National Pack-A-Sack Lunch Day is schedule for Wednesday, October 21. "There are many small ways to make a big impact on your retirement savings account," Fitzgerald added. "Even one less visit to the vending machine or cafeteria each week can really add up."

Learn more about saving for retirement at www.icmarc.org/retirement-week.html. Look into your employer's savings and pension plans, and find out if they offer an automatic paycheck deduction and employer match. Calculate just how much you will need during retirement and investigate the various investment vehicles in order to optimize your savings. Whether you are just now laying out a plan for your future, reevaluating your retirement approach or planning an upcoming retirement, let National Save for Retirement Week supercharge your retirement savings.

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Families can learn about 529 plans and be registered to win a $1,000 College Savings Account

DES MOINES, IA (10/12/2015)(readMedia)-- State Treasurer Michael L. Fitzgerald is encouraging Iowans with young children to start thinking about saving for their children's educational expenses. "Throughout the month of October, we are teaming up with daycares across the state to introduce our new 529 tutorial, College Savings Iowa InFocus, to parents," Fitzgerald said. "This interactive learning experience explains the benefits of saving for a loved one's higher education, while also registering families for a chance to win a $1,000 College Savings Iowa account!" You do not have to have children in a daycare to participate, just visit Iowa529InFocus.com to complete the tutorial and see official rules.

"College Savings Iowa is also offering an additional $10 contribution to the first 500 people who complete the tutorial and open a College Savings Iowa account," Fitzgerald added. "This is a great way to begin and potentially boost your child's college savings!" The newly established accounts must have a minimum $25 contribution and be opened within the first seven days of tutorial completion to be eligible for the $10 contribution.

College Savings Iowa offers families a tax advantaged way to save money for their children's higher education. It only takes $25 to open an account, and anyone - parents, grandparents, friends and relatives - can invest in College Savings Iowa on behalf of a child. Iowa taxpayers have the additional benefit of being able to deduct contributions up to $3,163 per beneficiary account from their 2015 Iowa adjusted gross income.*

Investors do not need to be a state resident and can withdraw their investment federally tax-free to pay for qualified higher education expenses, which includes tuition, books, supplies and certain room and board costs at any eligible college, university, community college or technical training school in the United States or abroad.**

. For more information about future giveaways and events find College Savings Iowa on Facebook and Twitter (@Iowa529Plan).

*Adjusted annually for inflation. If withdrawals are not qualified, the deductions must be added back to Iowa taxable income.

**Earnings on nonqualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. The availability of tax or other benefits may be contingent on meeting other requirements.

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Investment returns are not guaranteed and you could lose money by investing in the plan. Participants assume all investment risks as well as the responsibility for any federal and state tax consequences. If you are not an Iowa taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

For more information about the College Savings Iowa 529 Plan, call 1-888-672-9116, or visit CollegeSavingsIowa.com to obtain a Program Description. Investment objectives, risks, charges, expenses, and other important information are included in the Program Description; read and consider it carefully before investing. Vanguard Marketing Corporation, Distributor.

DES MOINES, IA (09/28/2015)(readMedia)-- State Treasurer Michael L. Fitzgerald's Great Iowa Treasure Hunt's fall publication is scheduled to be released soon. "The upcoming publication has the most up-to-date unclaimed property listings in the Great Iowa Treasure Hunt, so make sure to search, even if you've checked before. A lot of Iowans may be pleasantly surprised," said Fitzgerald. "You may also search for your name any time by visiting GreatIowaTreasureHunt.gov."

The Great Iowa Treasure Hunt program has returned over $198 million in unclaimed property to more than 468,000 individuals since Fitzgerald started it in 1983. Unclaimed property refers to money and other assets held by financial institutions or companies that have lost contact with the property's owner for a specific period of time. State law requires these institutions and companies to annually report and deliver unclaimed property to the state treasurer's office, where it is held until the owner or heir of the property is found. Common forms of unclaimed property include savings or checking accounts, stocks, uncashed checks, life insurance policies, utility security deposits, safe deposit box contents and many other types of property.

(@GreatIATreasure).

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DES MOINES, IA (09/16/2015)(readMedia)-- State Treasurer Michael L. Fitzgerald's Great Iowa Treasure Hunt's fall publication is scheduled to be released soon. "The upcoming publication has the most up-to-date unclaimed property listings in the Great Iowa Treasure Hunt, so make sure to search, even if you've checked before. A lot of Iowans may be pleasantly surprised," said Fitzgerald. "You may also search for your name any time by visiting GreatIowaTreasureHunt.gov."

The Great Iowa Treasure Hunt program has returned over $198 million in unclaimed property to more than 468,000 individuals since Fitzgerald started it in 1983. Unclaimed property refers to money and other assets held by financial institutions or companies that have lost contact with the property's owner for a specific period of time. State law requires these institutions and companies to annually report and deliver unclaimed property to the state treasurer's office, where it is held until the owner or heir of the property is found. Common forms of unclaimed property include savings or checking accounts, stocks, uncashed checks, life insurance policies, utility security deposits, safe deposit box contents and many other types of property.

(@GreatIATreasure).

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DES MOINES, IA (09/01/2015)(readMedia)-- State Treasurer Michael L. Fitzgerald is pleased to announce a new financial literacy initiative, College Savings Iowa InFocus. This interactive learning experience introduces parents, grandparents and others to the benefits of saving for the higher education of a loved one. "We want savers to learn the ins-and-outs of 529 plans," Fitzgerald said. "By completing the 10 minute tutorial, families are automatically registered to win a $1,000 College Savings Iowa account." Visit Iowa529InFocus.com to complete the tutorial and see official rules.

"As a way to encourage families to take the first step towards saving, College Savings Iowa is also offering an additional $10 contribution to the first 500 people who complete the tutorial and open a College Savings Iowa account," Fitzgerald added. "This is a great way to join us, and other states across the nation, in celebrating College Savings Month by learning about 529 plans and potentially getting a boost to your college savings!" The newly established accounts must have a minimum $25 contribution and be opened within the first seven days of tutorial completion to be eligible for the $10 contribution.

College Savings Iowa offers families a tax advantaged way to save money for their children's higher education. It only takes $25 to open an account, and anyone - parents, grandparents, friends and relatives - can invest in College Savings Iowa on behalf of a child. Iowa taxpayers have the additional benefit of being able to deduct contributions up to $3,163 per beneficiary account from their 2015 Iowa adjusted gross income.*

Investors do not need to be a state resident and can withdraw their investment federally tax-free to pay for qualified higher education expenses, which includes tuition, books, supplies and certain room and board costs at any eligible college, university, community college or technical training school in the United States or abroad.**

. For more information about future giveaways and events find College Savings Iowa on Facebook and Twitter (@Iowa529Plan).

*Adjusted annually for inflation. If withdrawals are not qualified, the deductions must be added back to Iowa taxable income.

**Earnings on nonqualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. The availability of tax or other benefits may be contingent on meeting other requirements.

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Investment returns are not guaranteed and you could lose money by investing in the plan. Participants assume all investment risks as well as the responsibility for any federal and state tax consequences. If you are not an Iowa taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

For more information about the College Savings Iowa 529 Plan, call 1-888-672-9116, or visit CollegeSavingsIowa.com to obtain a Program Description. Investment objectives, risks, charges, expenses, and other important information are included in the Program Description; read and consider it carefully before investing. Vanguard Marketing Corporation, Distributor.

DES MOINES, IA (08/27/2015)(readMedia)-- State Treasurer Michael L. Fitzgerald announced today that a stop at the Great Iowa Treasure Hunt and College Savings Iowa booth during the 2015 Clay County Fair may be worthwhile. Fairgoers could find their name - over one million accounts are currently being held as unclaimed property in the Great Iowa Treasure Hunt. Visitors to the booth will also be able to learn more about 529 college savings plans through the College Savings Iowa InFocus tutorial. "Computers will be available for visitors to search for their names," Fitzgerald said. "Staff members will also be on hand to assist and answer questions for both programs."

The Great Iowa Treasure Hunt program has returned over $198 million in unclaimed property to more than 468,000 individuals since Fitzgerald started it in 1983. Unclaimed property refers to money and other assets held by financial institutions or companies that have lost contact with the property's owner for a specific period of time. State law requires these institutions and companies to annually report unclaimed property to the state treasurer's office. The assets are then held until the owner or heir of the property is found. Common forms of unclaimed property include savings or checking accounts, stocks, uncashed checks, life insurance policies, utility security deposits and safe deposit box contents. Go to GreatIowaTreasureHunt.gov to search for your treasure today.

College Savings Iowa is an affordable, tax-advantaged option for families who are saving for their children's higher education. It takes just $25 to open a College Savings Iowa account, and anyone - parents, grandparents, friends and relatives - can invest on behalf of a child. Participants who are Iowa taxpayers can deduct contributions up to $3,163 per beneficiary account from their adjusted gross income in 2015 and there are no income or residency restrictions.* To learn more about College Savings Iowa, go to CollegeSavingsIowa.com or call 1-888-672-9116.

Visit the Great Iowa Treasure Hunt and College Savings Iowa booth during the Clay County Fair in the Varied Industries building. The building will be open from 9 a.m. to 8 p.m. September 12 through September 19 and 9 a.m. to 6:30 p.m. on September 20. Be sure to like Great Iowa Treasure Hunt and College Savings Iowa 529 Plan on Facebook and follow the programs on Twitter (@GreatIATreasure and @Iowa529Plan) to keep up to date.

*Adjusted annually for inflation. If withdrawals are not qualified, the deductions must be added back to Iowa taxable income. The availability of tax or other benefits may be contingent on meeting other requirements.

**Earnings on non-qualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state income taxes. The availability of tax or other benefits may be contingent on meeting other requirements.

 

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Investment returns are not guaranteed and you could lose money by investing in the plan. Participants assume all investment risks as well as responsibility for any federal and state tax consequences. If you are not an Iowa taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

For more information about the College Savings Iowa 529 Plan, call 888-672-9116 or visit www.CollegeSavingsIowa.com to obtain a Program Description. Investment objectives, risks, charges, expenses, and other important information are included in the Program Description; read and consider it carefully before investing. Vanguard Marketing Corporation, Distributor.

DES MOINES, IA (08/19/2015)(readMedia)-- State Treasurer Michael Fitzgerald announced today that 89% of the children that have participated in the College Savings Iowa's annual State Fair survey believe a college education is a necessary step to achieving their dreams and career aspirations. "Iowa children are already thinking about their futures," stated Fitzgerald. "This survey demonstrates how important it is for families to start planning and saving early to help make college a reality for their children."

"Every year we ask children visiting the fair what they want to be when they grow up and if they will need to go to college to achieve these goals," Fitzgerald said. "Needless to say, we are always amazed by the responses they offer." Twenty-one percent are planning on becoming veterinarians, with another 20% hoping to become athletes. Teacher came in third this year with 14% of the responses.

"According to the survey, the majority of kids think a college education will cost them around $100,000," Fitzgerald added. "Families that save and invest for their children's college education will be better prepared to meet the challenge of paying for it when the time arrives, and College Savings Iowa is here to help." Anyone - parents, grandparents, friends and relatives - can invest in College Savings Iowa on behalf of a child. This year, Iowa taxpayers can deduct up to $3,163 in contributions per beneficiary account from their adjusted gross income.* Earnings grow tax free and investors can withdraw their investment federally and Iowa state tax free to pay for qualified higher education expenses including tuition, books, supplies and certain room and board costs at any eligible college, university, community college or accredited technical training school in the United States or abroad.**

. You can also connect with the plan on Facebook and Twitter (@Iowa529Plan) to stay up to date on current giveaways and events.

*Adjusted annually for inflation. If withdrawals are not qualified, the deductions must be added back to Iowa taxable income. The availability of tax or other benefits may be contingent on meeting other requirements.

**Earnings on non-qualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state income taxes. The availability of tax or other benefits may be contingent on meeting other requirements.

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Investment returns are not guaranteed and you could lose money by investing in the plan. Participants assume all investment risks as well as responsibility for any federal and state tax consequences. If you are not an Iowa taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

For more information about the College Savings Iowa 529 Plan, call 888-672-9116 or visit www.CollegeSavingsIowa.com to obtain a Program Description. Investment objectives, risks, charges, expenses, and other important information are included in the Program Description; read and consider it carefully before investing. Vanguard Marketing Corporation, Distributor.

DES MOINES, IA (08/19/2015)(readMedia)-- State Treasurer Michael Fitzgerald announced today that 89% of the children that have participated in the College Savings Iowa's annual State Fair survey believe a college education is a necessary step to achieving their dreams and career aspirations. "Iowa children are already thinking about their futures," stated Fitzgerald. "This survey demonstrates how important it is for families to start planning and saving early to help make college a reality for their children."

"Every year we ask children visiting the fair what they want to be when they grow up and if they will need to go to college to achieve these goals," Fitzgerald said. "Needless to say, we are always amazed by the responses they offer." Twenty-one percent are planning on becoming veterinarians, with another 20% hoping to become athletes. Teacher came in third this year with 14% of the responses.

"According to the survey, the majority of kids think a college education will cost them around $100,000," Fitzgerald added. "Families that save and invest for their children's college education will be better prepared to meet the challenge of paying for it when the time arrives, and College Savings Iowa is here to help." Anyone - parents, grandparents, friends and relatives - can invest in College Savings Iowa on behalf of a child. This year, Iowa taxpayers can deduct up to $3,163 in contributions per beneficiary account from their adjusted gross income.* Earnings grow tax free and investors can withdraw their investment federally and Iowa state tax free to pay for qualified higher education expenses including tuition, books, supplies and certain room and board costs at any eligible college, university, community college or accredited technical training school in the United States or abroad.**

. You can also connect with the plan on Facebook and Twitter (@Iowa529Plan) to stay up to date on current giveaways and events.

*Adjusted annually for inflation. If withdrawals are not qualified, the deductions must be added back to Iowa taxable income. The availability of tax or other benefits may be contingent on meeting other requirements.

**Earnings on non-qualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state income taxes. The availability of tax or other benefits may be contingent on meeting other requirements.

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Investment returns are not guaranteed and you could lose money by investing in the plan. Participants assume all investment risks as well as responsibility for any federal and state tax consequences. If you are not an Iowa taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

For more information about the College Savings Iowa 529 Plan, call 888-672-9116 or visit www.CollegeSavingsIowa.com to obtain a Program Description. Investment objectives, risks, charges, expenses, and other important information are included in the Program Description; read and consider it carefully before investing. Vanguard Marketing Corporation, Distributor.

DES MOINES, IA (08/03/2015)(readMedia)-- State Treasurer Michael L. Fitzgerald announced today that a stop at the Great Iowa Treasure Hunt booth during the 2015 Iowa State Fair may pay off. "The State Fair is a tremendous opportunity for us to reunite people with their lost treasure," Fitzgerald said. "With over a million names listed in the Great Iowa Treasure Hunt, fairgoers could find they have unclaimed money waiting for them to claim."

"Over the years, we have been successful in reuniting people with their lost treasures," Fitzgerald added. "Last year during the fair, over 7,200 unclaimed property claim forms were printed off, totaling more than $1.6 million. Computers will be set up at the booth for people to search for their name and staff will be on hand to answer questions and help treasure hunters print claim forms."

The Great Iowa Treasure Hunt program has returned over $198 million in unclaimed property to more than 468,000 people since Fitzgerald created it in 1983. Unclaimed property refers to money and other assets held by financial institutions or companies that have lost contact with the property's owner for a specific period of time. State law requires these institutions and companies to annually report unclaimed property to the state treasurer's office. The assets are then held until the owner or heir of the property is found. Common forms of unclaimed property include savings or checking accounts, stocks, uncashed checks, life insurance policies, utility security deposits and safe deposit box contents.

Stop by the Great Iowa Treasure Hunt booth at the Iowa State Fair, August 13-23 in the Varied Industries Building. The building will be open from 9 a.m. to 9 p.m. Visit the Great Iowa Treasure Hunt at GreatIowaTreasureHunt.com to begin your search. Be sure to like Great Iowa Treasure Hunt on Facebook and follow the program on Twitter @GreatIATreasure.

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DES MOINES, IA (07/31/2015)(readMedia)-- State Treasurer Michael L. Fitzgerald wants Iowa State Fair visitors to stop by the College Savings Iowa booth and register for a chance to win a College Savings Iowa account for their child or grandchild. "Be sure to make a stop at our booth in the Varied Industries Building and register to win $1,000 towards a college education for a special child," Fitzgerald said.

Treasurer Fitzgerald encourages families to start saving for college as soon as possible. "Saving ahead of time may reduce a need to borrow to cover educational expenses, which can help families get through college with less debt," Fitzgerald added. "Even a small amount of money, invested regularly over time, can grow into a substantial sum."

College Savings Iowa is designed to provide families a tax-advantaged way to save money for their children's higher education. It only takes $25 to open an account, and anyone - parents, grandparents, friends and relatives - can invest in College Savings Iowa on behalf of a child. Participants who are Iowa taxpayers can deduct contributions up to $3,163 per beneficiary from their 2015 adjusted gross income, and there are no income or residency restrictions.* Earnings grow tax free and investors can withdraw their investment federally and Iowa state tax-free to pay for qualified higher education expenses including tuition, books, supplies and certain room and board costs at any eligible college, university, community college or accredited technical training school in the United States or abroad.**

. You can also connect with the plan on Facebook and Twitter (@Iowa529Plan) to stay up to date on current giveaways and events.

*Adjusted annually for inflation. If withdrawals are not qualified, the deductions must be added back to Iowa taxable income.

**Earnings on non-qualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state income taxes. The availability of tax or other benefits may be contingent on meeting other requirements.

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Investment returns are not guaranteed and you could lose money by investing in the plan. Participants assume all investment risks as well as responsibility for any federal and state tax consequences. If you are not an Iowa taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

For more information about the College Savings Iowa 529 Plan, call 888-672-9116 or visit www.collegesavingsiowa.com to obtain a Program Description. Investment objectives, risks, charges, expenses, and other important information are included in the Program Description; read and consider it carefully before investing.

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