The happenings "inside" the Wisconsin State Treasury and across the street at the State Capitol

Latest

FAQ Unclaimed Property : Where Do I Call With Questions?


Some of the Numbers have changed as the Unclaimed Property Program is now being adminstered by the Department of Revenue.  The Office of the State Treasurer is still responsible for promoting the program and is happy to answer any questions we can for you.  However, at the request of the Department of Revenue, direct lines to claims processors were removed from our website and they asks you to call and general line.  That number is: 

(608) 264-4594

 

Small Logo Cropped

FAQ Edvest: What Are the Tax Advantages?


edvest

What are the federal and state tax advantages?

When you contribute to the Edvest College Savings Plan, any account earnings can grow federal and Wisconsin income tax free. Plus, withdrawals used to pay for qualified higher education expenses will be free from federal and Wisconsin income tax. Non-qualified withdrawals may be subject to federal and state taxes and the additional federal 10% tax.

Wisconsin Saves Fun Tip: Prepare For Back To School, Track Your Sales Week 4


OST Design large sealThe Wisconsin Office of the State Treasurer proudly teams up with WWBIC (Wisconsin’s WomensWWBIC Business Initiative Corporation) for “Wisconsin Saves Fun Tip.”

The entire month of August, we are committed to helping you PREPARE FOR BACK TO SCHOOL AND SAVE!

This week, it’s all about Tracking Your Sales to find the best deals : 

  • Track your sales.  Retailers use sales to lure you in so start tracking weekly sales flyers now and don’t make all of your purchases at one place.  If there is an item on sale at a different store, bring the sales flyer with you – most larger retailers will price match.  And don’t forget to keep an eye on sales for office supply stores!

Treasurer’s Top 5: Racine County


 

 

This week, we travel to Racine County.  Here’s a look at the Top 5 people and businesses there with unclaimed assets. Do you see anyone on this list you know?  If so, have check out  www.wismissingmoney.com and search their name to make a claim.  They can also call 855-375-CASH (2274)

Racine County

Murad Gengozian

Gail M Lloyd

Lance Clausen

Nancy Madsen

Ganton Technologies Incorporated

Money Matters: Renting An Apartment


Renting an Apartment

Renting an Apartment

As we head into the Fall Semester, renting an apartment is a main focus for many college and graduate students.  While it doesn’t offer any investment potential, renting an apartment is the wisest financial choice for many people. Some may be saving for a down payment on a home, others may be unable to afford buying a home. For families or individuals who move often or for those not interested in the maintenance and repair of a home, renting can offer freedom to relocate and some relief from the costs of home ownership. No matter why an individual is renting, it’s a great idea to know about the financial and legal aspects.  Our friends at www.practicalmoneyskills.com walk us through each step.

FAQ Unclaimed Property: Where Do I Call With Questions?


Some of the Numbers have changed as the Unclaimed Property Program is now being adminstered by the Department of Revenue.  The Office of the State Treasurer is still responsible for promoting the program and is happy to answer any questions we can for you.  However, at the request of the Department of Revenue, direct lines to claims processors were removed from our website and they asks you to call and general line.  That number is: 

(608) 264-4594

 

Small Logo Cropped

FAQ Edvest: How Can I Track Edvest Performance?


Edvest performance for the 22 investment options is available online. Go to Investment Performance.

 

edvestOST Design large seal

Follow

Get every new post delivered to your Inbox.

Join 583 other followers

%d bloggers like this: