If you have already or you’re planning to move out of state, don’t worry about your EdVest account. Your EdVest account will continue to be under your control, you can still contribute to it, and the money will stilll be available when the beneficiary needs it.
Note: If you move out of Wisconsin some of the state tax benefits may no longer be available if you are no longer filing Wisconsin state income taxes. So if you pay state income taxes in a state other than Wisconsin, please contact your state plan and/or your tax advisor for more information.
- College Savings Month – Investing in EdVest (wistatetreasury.wordpress.com)
- EdVest Changes Make Saving for College Easier (wistatetreasury.wordpress.com)
- FAQ: Who can open an EdVest account? (wistatetreasury.wordpress.com)
- FAQ: What are the benefits of EdVest? (wistatetreasury.wordpress.com)
- FAQ: Can I transfer assets from another account into EdVest? (wistatetreasury.wordpress.com)
- FAQ: How can I stay up to date on my EdVest account? (wistatetreasury.wordpress.com)
- FAQ: Does EdVest have a flexible contribution option? (wistatetreasury.wordpress.com)
- Researching College Savings Plans? Look to EdVest! (wistatetreasury.wordpress.com)
- FAQ: What are the WI State benefits with EdVest? (wistatetreasury.wordpress.com)
- FAQ: Where can I find proof of former residence? (wistatetreasury.wordpress.com)
I recently came across a very interesting visual blog from General Electric (GE) that provides a visual representation of who has been working in the U.S. over the last 50 years. Users are able to visually track how many people have been working by age, gender, or business sector from 1960 to 2011.
Good morning Marathon County! Here are the Top 5 people in your county with unclaimed money at the State Treasurer’s Office. Let them know if you know them or their heirs. They can search their names and make a claim at www.wismissingmoney.com or call 855-375-CASH (2274)
Michael and Alejandra Hiebl
Arvid and Betty Johnson
Earl and Laura Heck
- Treasurer’s Top 5: Grant County (wistatetreasury.wordpress.com)
- Treasurer’s Top 5: Dunn County (wistatetreasury.wordpress.com)
- Treasurer’s Top 5: Kewaunee County (wistatetreasury.wordpress.com)
- Treasurer’s Top 5: Forest County (wistatetreasury.wordpress.com)
- Treasurer’s Top 5: Ashland County (wistatetreasury.wordpress.com)
- Treasurer’s Top 5: Chippewa County (wistatetreasury.wordpress.com)
- Treasurer’s Top 5: Burnett County (wistatetreasury.wordpress.com)
- Treasurer’s Top 5: Iowa County (wistatetreasury.wordpress.com)
This post is from our friends at Practical Money Skills and offers a great deal of information on 401(k) benefits.
Many employers sponsor a retirement savings plan for their employees. Under these plans, also commonly known as defined contribution plans, you can save money toward your retirement on a tax-deferred basis – that is, you don’t pay federal or state income taxes on your savings or their investment earnings until you withdraw the money at retirement.
“Due Diligence” is the requisite amount of effort a Holder of abandoned property must use to find the rightful owner of property before the property is given over to the State.
The term “Aggregate Amount” is in reference to the amount that the Holder does not need to perform due diligence on and attempt to contact the owner prior to reporting funds as unclaimed property. The aggregate amount in Wisconsin is $50.
The term “Escheat Period” is the period of time required by applicable state law that must elapse before the property is presumed to be abandoned and escheated to the state. The “escheat period” can also be referred to as the “holding period” or “dormancy period.”
- FAQ: What is “Unclaimed Property” (wistatetreasury.wordpress.com)
- Nearly $40 Million Turned Over to State Treasury (wistatetreasury.wordpress.com)
- FAQ: I sent my claim form in quite a while ago. Why haven’t I received anything yet? (wistatetreasury.wordpress.com)
- FAQ: What does the State do to find unclaimed property owners? (wistatetreasury.wordpress.com)
It’s Trivia Time! Submit your answers by 7pm today – a winner will be drawn from all the correct answers!
When making a claim, we accept old utility bills as a proof of residence.
You must answer by posting on our Facebook Wall – click here to go there!