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

Posts tagged “Treasurer Kurt Schuller

Wisconsin Saves Fun Tip: GETTING YOU GAS, Week 1


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 September, we are committed to GETTING YOU GAS FOR LESS!  This week, it’s all about HOW you pay for it. 

When you purchase gas this month, the right form of payment may make all the difference!  Several credit cards are offering great rebates, but most are only good through the end of September.  Chase Freedom and Discover Card are both offering 5% cash back while deals beyond September include American Express’ Blue Cash Preferred and Bank Americard that offer 3%.  With the average gallon of gas in Wisconsin up to $3.48, every penny counts!  Just remember… if you don’t normally purchase gas on credit, be sure to set aside the cash each week for the bill at the end of the month – it doesn’t become fun money!

 

 

 

 

 

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Money Matters: Employer Provide Benefits


Employer Provided Benefits

Employee Benefits

Whether you’ve just started a new job as a recent graduate or you’ve been with the same company for years, you need to make sure you’re maximizing your employee benefits.  Our friends at www.practicalmoneyskills.com tell you how!

Most employers offer a host of company-sponsored benefits. Often, the combined value of these coverages is worth a third or more of your base pay. That’s too much money to leave on the table. And some employee benefits have valuable tax advantages you can’t afford to ignore.

If your employer provides a 401(k) plan or Health Care and Dependent Care Flexible Spending Accounts (FSAs) and you’re not participating, you could be missing out on hundreds – or thousands – of dollars in tax savings each year. That’s money that goes right into your pocket instead of Uncle Sam’s.

Here you’ll find the ins and outs of employee benefits and everything you need to maximize your job and all it has to offer.


Treasurer’s Top 5: Polk County


polk countyThis week, we travel to Polk 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)

Polk County

Evelyn Green

Harold Leu

Joy Peterson

Esther Surkamer

Joyce Hill


FAQ Unclaimed Property: Where Do I Call for Help With My Claim?


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

 

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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.
 
 

Treasurer’s Top 5: Pierce County


Pierce county

This week, we travel to Pierce 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)

Pierce County

Marlene Ann Janish

John Docter

Matthew and Marcia Palmer

Gladys and Eldon Oberg

Barbara And Richard Cooklock


FAQ Edvest: Who Can Open An Account?


Any individual with a Social Security number or federal Taxpayer Identification Number who is a U.S. citizen or resident alien can open an account and contribute to an Edvest account on behalf of any beneficiary. You can even open an account for yourself. An organization described in Section 501(c)(3) of the Internal Revenue Code, an estate or a trust may also open an account. Such entities will be subject to additional restrictions or administrative requirements and may not open an account online or participate in e-Delivery. Open an account today.
 
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