Invest Wisely
Iowa Insurance Division Iowa State University Extension Investor Protection Trust

Episodes 33-40

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Remember capital gains or losses at tax time

Long-term and short-term capital gains are taxed differently. Know the difference.

Episode 33:

Radio Vignette

Time 2:45: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

News Release 17: Investment Gains or Losses Affect Your Taxes

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Investors

Episodes 1-8
Episodes 9-16
Episodes 17-24
Episodes 25-32
Episodes 41-48
Episodes 49-52

         
 

How to find the bottom line for capital gains and losses

Here’s how to calculate the bottom line at tax time for capital gains and losses.

Episode 34:

Radio Vignette

Time 2:55: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

  Investors  
         
 

Use employer's retirement plan

There are several defined contribution retirement plans allowed by the IRS.  Which one is for you?.

Episode 35:

Radio Vignette

Time 2:50: | Stream | Download | Transcript

Public Service Announcement

60 seconds:| Stream | Download | Transcript

News Release 18: Investing for Retirement -- Use Employer's Plan

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Investors

 

 

 

 
         
 

Tax advantage of many employer retirement plans

Defined contribution retirement plans also are called tax deferral plans. This means you’ll have more to invest each year.

Episode 36:

Radio Vignette

Time 2:35: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

 

Investor Nest Eggs

 

 

 

 
         
 

Investing for Retirement with IRAs

Anyone with earned income can set up an IRA.  And it’s not too late to make a contribution for the 2007 tax year.

Episode 37:

Radio Vignette

Time 2:40: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

News Release 19: Investing for Retirement with IRAs

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  Investors  
         
 

Investing for Retirement with a Roth IRA

There are several tax advantages of a Roth IRA over a traditional IRA.

Episode 38:

Radio Vignette

Time 2:25: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

 

  Investors  
         
 

Investments at the Time of Retirement

If you have a retirement plan at work, don’t be hasty making the payout decision.  Once it’s made it cannot be changed.

Episode 39:

Radio Vignette

Time 2:25: | Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

News Release 20: Investments at the Time of Retirement

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Investors

 

 

 

 

 
         
 

Investment Goals Change in Retirement

As retirement nears, you may want to be less aggressive with your investment portfolio, but not too much. Keep inflation in mind.

Episode 40:

Radio Vignette

Time 2:45:| Stream | Download | Transcript

Public Service Announcement

60 seconds: | Stream | Download | Transcript

 

Investors

 

 

 

 
 

 


     

Iowa State Extension’s Invest Wisely project was funded by a grant from the Investor Protection Trust (IPT). The IPT is a nonprofit organization devoted to investor education. Since 1993 the IPT has worked with the States to provide the independent, objective investor education needed by all Americans to make informed investment decisions.