It’s tax season, and you know what that means – it’s time to scramble through the file cabinet and collect all of your donation receipts, wonder what on earth you were thinking when you checked off so many exemptions on your W2s, and finally resort to crossing your fingers and doing funny dances in the back yard in an attempt to magically boost your tax refund.
And while Icon can’t really help you with that (good luck, though), we do have some tried and true options for helping you reduce your tax burden and even increase your refund. No dancing skills required!
Here are some steps you can take to make every tax season a little less stressful:
Open an Icon Medical Savings Account. All contributions to an MSA with Icon are exempt from state income tax, meaning you can save money for medical bills and boost your refund at the same time. All MSA contributions rollover from year to year, so there’s no deadline for using the funds each year. What’s more? MSA withdrawals are penalty-free after the age of 59 1/2, so the account can even help you retire early! Though your changes this year won’t affect your 2014 tax bill, you can start saving on your 2015 taxes today! Click here for more info on Icon MSAs.
Contribute to a Traditional IRA. Contributions to a Traditional IRA are exempt from both federal and state taxes, and even a modest contribution can make a sizable impact on your tax bill. What’s even better? Your contributions before April 15, 2015, can be applied to your 2014 tax year, so it’s not too late to turn that tax bill into a tax rebate! Click here for more information on Icon IRAs.
Icon’s new “branch” in Meridian
Okay, it’s not really a new branch, but Icon did just get waaaay cooler! We’re thrilled to announce a new partnership with an exciting new business in Meridian – Forward Movement Training Center!
Forward Movement bills itself as “The Ultimate Training Experience,” providing personal tactical training for police, military and civilians looking to step up their game in the event of a crisis.
But now you ask, why would Icon partner with a security/training center? Well, besides the fact that they’re action-movie awesome, Forward Movement’s training center includes a full-scale bank (err, credit union!) complete with teller lines, furniture and private offices. With this partnership, the generic building is now an official (not really official) Icon Credit Union branch! This unique partnership will bring exposure to Icon’s mission, provide our employees valuable crisis training opportunities and send a powerful message to the world of robbers and their kin: don’t mess with the ninjas at Icon!
For more information on Forward Movement Training Center, click here!
Deposits insured by NCUA. *Annual Percentage Yield (APY) effective as of February 4, 2015, and is subject to change without notice. $500 minimum to obtain APY. Penalty for early withdrawal may apply. Rate not available for funds already on deposit with Icon Credit Union.
A boat-load of praise!Today I had the great pleasure of working with Katie Crampton at your La Grande location. I have a member that is purchasing a boat from a member of yours. Katie was amazing through the whole process, all of the back and forth, and even staying late. My members told me your branch closed at 5 p.m., and I emailed her the MANY docs that Washington State requires for private party sales, at 4:55 p.m. … she never once sounded irritated or like I was an inconvenience to her – and I am certain she made my members feel the same. If Katie ever decided to move up to our area, we’d be lucky to snatch her to our credit union!!!
Debbie Maxwell, Loan Officer
Numerica Credit Union
Savings 101: pay yourself first!We all know the importance of saving money. So why is it so difficult?!
With direct deposit distribution, Icon can help make it just a bit easier. This handy service lets you split up your paycheck into multiple accounts automatically, making it that much easier to save the recommended 10 percent of your paycheck for unexpected expenses, vacations, Christmas or any other reason. Just click here to download the form and start the enrollment process!
Mobile Deposit: secure, fast and convenient!
Did you know you can deposit your paper checks with just a snap of your smartphone’s camera? That’s right! You don’t even have to leave the couch to visit your branch (though we do recommend getting up at some point). Simply load up Icon’s ultra-secure mobile banking app, tap mobile deposit and follow the instructions to deposit the check in any Icon account instantly.
For more information and even an awesome tutorial video, just click here!
Connie keeps your money “safe”
If you know our CEO, Connie Miller, you’ll know she’s always on the lookout for ways to help keep your money safe! While we’re not 100 percent sure this safe she found will hold all of our deposits, she’ll keep looking nonetheless!
Striking the right balance
Did you know Icon holds a 5-star rating from Bauer Financial, one of the financial industries top rating agencies? If not, now you do!
Financial stability is paramount at Icon, where our top-notch member service is a product of our commitment to maintaining a healthy balance sheet. For the past 60+ years we’ve taken good care of your money, and our promise to you is that this fact will never change!
Save up to $15 on your federal tax preparation with TurboTax
Tax season can be hard enough without the burden of having to pay someone to do your taxes at the same time! So let Icon help relieve the burden a bit by saving you $15 on your federal tax preparation through our partnership with www.lovemycreditunion.org and TurboTax! Click here to get started with this easy-to-use program and enjoy your $15 savings.
*TurboTax $25K Giveaway. NO PURCHASE OR FINANCIAL DISCLOSURE NECESSARY. Open to legal residents of the fifty (50) United States or the District of Columbia, 18 years of age or older at time of entry. Void in Puerto Rico and where prohibited by law. Giveaway ends 2/26/15. Subject to complete Official Rules and all applicable federal, state and local laws. For Official Rules including odds of winning, alternate method of entry, and prize descriptions, visit the Official Rules. PRIZES: One (1) Grand Prize: A check for $15,000. Retail value, $15,000. Ten (10) First Prizes: A check for $1,000. Retail value, $1,000 each. Maximum retail value of all prizes is $25,000. The odds of winning a prize depend upon the total number of eligible entries received by the end of the Promotion Period. SPONSOR: Intuit Inc., 7535 Torrey Santa Fe Rd, SDG-2A-03-22F, San Diego, CA, 92129.2014-2015 Intuit Inc. All rights reserved. State filing charges apply. Limited time offer for TurboTax 2014. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Other parties’ trademarks or service marks are the property of their respective owners.
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