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World Trend Honored
May 23, 2013
For second year in a row, World Trend Financial was been honored as one of the Fastest Growing Companies in the Corridor! Tuesday morning, Tim Terry, Patty Davidson and Tory Meiborg accepted this award on behalf of the entire team.
Terry Lockridge & Dunn and World Trend Financial Support Murals and More
May 03, 2013
Terry Lockridge & Dunn and World Trend Financial are supporting Murals and More 2nd Annual Student Art Walk this summer. We have sponsored a banner that showcases the original artwork of a local student. Look for our banner at the corner of 2nd Stree
The Return of Net Unrealized Appreciation in Company Stock
April 29, 2013
Given the recent rally in equities, we are beginning to see examples where the benefits of Net Unrealized Appreciation need to be revisited.
Estate Planning - Do it for Your Family!
April 29, 2013
As seen in Living Well Magazine (Spring 2013 issue)
When you hear the term "estate planning", what does it mean to you? I like to think of estate planning as a proactive step you can take to save your loved ones time and money.
Roth 401(k) Conversions - Be Sure You Know the Full Story
April 29, 2013
As a result of the year-end tax deal, investors are now allowed to convert existing 401(k) balances to Roth 401(k) accounts. Assuming a plan allows for conversions, does it make sense to convert?
World Trend Financial Recognized as One of the Fastest Growing Companies in the Corridor
April 29, 2013
World Trend Financial has been recognized by the Corridor Business Journal as one of the fastest growing companies for the second year in a row! Tory, Patty and Tim will be honored on behalf of the company at an awards breakfast on May 21st.
Employer-Sponsored Retirement Plan Conversions - You Cannot Change Your Mind
March 03, 2013
Under the new tax law, it is now easier to convert your employer-sponsored retirement plan such as a 401(k), 403(b), or 457 into a Roth IRA account.
Want to Help Your Child Buy a Home?
February 03, 2013
Are you looking for a way to help your child with buying a home? Some strategies you might consider include lending your child money, gifting under the annual gift tax exclusion, pledging securities, and equity sharing.
What's New in Finances: "Chained CPI"
February 03, 2013
As the politicians in Washington start once again to tackle the same old problems, you are likely to hear more about a new way of measuring inflation called the "chained CPI".
2013 New Year Tax Planning
January 17, 2013
A new year always provides fresh opportunities for tax planning. The American Taxpayer Relief Act allows us to have some certainty for tax planning in 2013. Read our 2013 New Year Tax Planning Letter for planning suggestions on minimizing your 2013
Tax Saving Tip: Can Still Make 2012 Charitable IRA Donations - By February 1st
January 17, 2013
IRA Owners 70 1/2 and older have until January 31, 2013 to make tax-free direct transfers to eligible charities out of their IRA and elect to treat these transfers as if they were made on December 31, 2012.
Congratulations to Haverback and Myers!
January 09, 2013
World Trend Financial is pleased to announce that Brad Haverback and Rob Myers have been notified by the Certified Financial Planner Board of Standards, Inc. of their successful passing the rigorous comprehensive exam to earn the Certified Financial
Biennial Report Notices in the Mail
January 09, 2013
Businesses that are set up as an LLC with the State of Iowa should be receiving a postcard this month from the Iowa Secretary of State reminding them it is time to file their biennial report by April 1st.
Fiscal Cliff Averted - American Taxpayer Relief Act Awaits President's Signature
January 02, 2013
After much back and forth negotiation, the terms of a fiscal cliff resolution have finally been successfully negotiated. The President is expected to quickly sign and enact the bill into law.
IRS Adjusted Numbers for 2013
January 01, 2013
Each year the IRS adjusts certain tax numbers for inflation and tax law changes. Here are some of the adjusted numbers you'll need for your 2013 tax planning.
Why Your Business Needs a Buy/Sell Agreement
January 01, 2013
Every business should give serious consideration to how the company would deal with the death, disability, or departure of one of the owners.
Tim Terry Named to Corridor Business Journal’s Most Influential List
December 04, 2012
Terry Lockridge & Dunn is one of the largest locally owned accounting and business consulting firms in the Corridor and World Trend Financial was named to the Corridor Business Journal’s Top 25 Fastest Growing Companies for the second time this past
Estate and Gift Tax Opportunities Closing
December 04, 2012
This year individuals can transfer up to $5.12 million – or $10.24 million for married couples – free of estate and gift taxes. Those levels are scheduled to expire at the end of 2012. The President wants to set the estate tax threshold at $3.5 mil
Tax Planning Opportunities
December 03, 2012
As seen in the Living Well Magazine Fall/Winter 2012
Social Security Changes Coming in 2013
December 03, 2012
The Social Security Administration has recently announced several ways Social Security will be tweaked in the upcoming year.
Special Edition - Tax Planning for 2012 Year-End Needs to Start Now!
November 26, 2012
While the President and Congress meet to try to reach agreement on taxes and spending, it is important for you not to wait. President Obama’s re-election means his administration will push to let tax cuts enacted during the Bush era expire for high
Required Minimum Distribution Deadline Approaching
October 31, 2012
Reminder: Required minimum distributions (RMDs) must be taken by December 31. RMDs are mandatory withdrawals from certain retirement accounts, generally after you reach age 70½.
2013 Qualified Retirement Plan Annual Limits
October 31, 2012
The Internal Revenue Service has announced the 2013 annual plan limits for various qualified retirement plans. For purposes of comparison and history, we have provided the limits from 2010 through 2013.
Social Security for a Widowed Spouse - What are the Options?
October 31, 2012
Millions of Americans depend on Social Security. For many, it is their primary source of retirement income. For others, it is an important supplement to pensions and personal savings. Most people have a general understanding of when and how to col
Social Security and Divorce - What are the Options?
September 26, 2012
Millions of Americans depend on Social Security. For many, it is their primary source of retirement income. For others, it is an important supplement to pensions and personal savings. Most people have a general understanding of when and how to col
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