World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
Recent News

2014 Required Minimum Distributions Due by December 31

If you are over 70 1/2 years old, you generally have to take a minimum distribution from your IRA by December 31 or face a substantial penalty.

How to Avoid Year-End Tax Surprises from Mutual Funds

Mutual funds offer an efficient means of combining investment diversification with professional management. Their income tax effects can be complex however, and poorly timed purchases or sales can create unpleasant year-end surprises.
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Who We Are World Trend Financial is both an independent brokerage company and a registered investment advisory specializing in investment management and financial planning for individuals and businesses. Contact Us today to schedule an initial consultation. Learn how we can help you achieve your financial goals!
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Our Partnership Our affiliation with the accounting and business consulting firm Terry Lockridge & Dunn gives our clients an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. This comprehensive approach allows us to address all of your financial needs.
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  • My business was growing and I needed an accountant. They’ve helped with everything from tax advice and planning to business consulting and personal finances. They are great at what they do. I think their individual approach sets them apart. They get to know you and are very responsive.

    -Koleene Herlocker, HomeChoice Senior Care
    Cedar Rapids – Client since 1995
  • As a client of World Trend Financial for several years, we count on them for accurate and intelligent wealth management strategies. World Trend Financial has a team of talented advisors who work together and are an extension or our team.

    -Mike Brogan, Chairman of the Board of Erb’s Technology Solutions
    Cedar Rapids
  • We came to have our taxes and personal finances evaluated. They helped us with that and to make plans for the future. I think we’ve followed their advice to the letter. They’ve been a terrific help. For sound, good advice, they are the place to go.

    -Gerald Moser,
    Toddville – Client since 1982
  • World Trend Financial helped set up a 401k for employees. When people ask how we retired so early we tell them we started to work with World Trend Financial on our personal finances early on. We’ve recommended them to so many people.

    -Barbara Truemper-Green, Former owner of Interstate Interior Design
    Cedar Rapids – Client since 1994
  • As a small business owner, our decision to switch to World Trend Financial for our investment needs was one of the best moves we made. They not only appreciate and value our business, but also work hard to understand our company. My only regret is that we did not make the switch sooner!

    -Maureen Osako, Owner of Informatics, Inc
    Cedar Rapids
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