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Thank You for Attending our Open House/Iowa City Chamber Business PM!

We had a great turnout for our event on September 28th!
We had a great turnout for our event on September 28th! 125 were in attendance. Guests enjoyed delicious food, drinks and music by the Summit Jazz Trio. We appreciate all those wh…… https://www.worldtrendfps.com/news/2017/10/thank-you-attending-our-open-houseiowa-city-chamber-business-pm

403(b) Participants - Are You Taking Full Advantage?

The IRS recently released a new publication outlining the benefits of 403(b) plans. Here are some of the contribution limits, loan provisions and distribution /rollover rules outlined in the publication.
By Donna Sanders, Investment Advisor Representative for World Trend Financial The IRS recently released a new publication (No. 4482) outlining the benefits of 403(b) plans. T…… https://www.worldtrendfps.com/news/2017/10/403b-participants-are-you-taking-full-advantage

Little Known Method to Fund HSA with your IRA

The IRS allows you to make one lifetime qualified health savings account funding distribution from your IRA. This is not an often-used method for funding an HSA, but it does have advantages in the right circumstances.
By Barry Frantz, EA Partner at Terry Lockridge & Dunn The IRS allows you to make one lifetime qualified health savings account (HSA) funding distribution from your IRA. Thi…… https://www.worldtrendfps.com/news/2017/10/little-known-method-fund-hsa-your-ira

Identity Protection: Steps to Take Now and in the Future

Unfortunately, cybercrime and identity fraud have become a growing problem as the digital world expands. While the recent breach at Equifax should not cause panic, here are some common-sense steps that you can take to minimize the effects on your personal…
By Cathy Johnson, CPA, CGMA Chief Administrative Officer/CFO at Terry Lockridge & Dunn and World Trend Financial Unfortunately, cybercrime and identity fraud have become a gr…… https://www.worldtrendfps.com/news/2017/10/identity-protection-steps-take-now-and-future