Iowa Insurance Division Iowa State University Extension Investor Protection Trust
January 2008 Archives

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Keeping financial records – how long?

Keeping good financial records can save you money on taxes and may also keep you from worrying about finding information when you need it.  Find out how long to keep specific records.

Items for use during week of Jan. 7:

Radio Vignette

2:35 minutes: Listen button
Stream | Download | Transcript

Public Service Announcement

60 seconds: Listen Button
Stream | Download | Transcript

News Release: Financial Recordkeeping Saves Money and Worry

(This news release also was used with the materials for the week of Dec. 31.) View online | Download

 

Investors

For More Information

Mutual Funds: Maybe All You'll Ever Need

A Primer for Investing in Bonds

The Basics for Investing in Stocks

Beginner’s Guide to Asset Allocation, Diversification, and Rebalancing

Five Keys to Investing Success

 

 

         
 

Remember capital gains or losses at tax time

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

Items for use during week of Jan. 14:

Radio Vignette

2:45 minutes: Listen button
Stream | Download | Transcript

Public Service Announcement

60 seconds: Listen Button
Stream | Download | Transcript

News Release: Investment Gains or Losses Affect Your Taxes

View online | Download

  Investors  
         
 

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.

Items for use during week of Jan. 21:

Radio Vignette

2:55 minutes: Listen button
Stream | Download | Transcript

Public Service Announcement

60 seconds: Listen Button
Stream | Download | Transcript

News Release: Investment Gains or Losses Affect Your Taxes

(This news release also was used with the materials for the week of Jan. 14.) View online | Download

  Investors  
         
 

Use employer's retirement plan

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

Items for use during week of Jan. 28:

Radio Vignette

2:50 minutes: Listen button
Stream | Download | Transcript

Public Service Announcement

60 seconds: Listen Button
Stream | Download | Transcript

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

View online | Download

 

Investors

 

 

 

 
         
       
         

Iowa State Extension’s Invest Wisely project is 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. www.investorprotection.org

Updated February 11, 2008