Saving and Investing Publications
To Download Adobe Reader software, click here...
- Montana ABLE Accounts: Achieving a Better Life Experience (MT201809HR) (2021) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
The Achieving a Better Life Experience (ABLE) Act was enacted by the Montana Legislature in response to the United States Congress passing an act by the same name. An ABLE account is a savings account allowing persons with disabilities to save money without losing their SSI or Medicaid benefits.
- First-time Homebuyer Savings Account. (MT199918HR) (2017) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
Montana residents can save money in a special savings account for the purchase of a first home and save on Montana income taxes. Includes annual report worksheet. - Health Care Savings Accounts (MT200704HR) (2019) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
The dramatic rise in health care expenses in recent years has prompted some individuals to combine a high deductible health insurance policy with a federal Health Savings Account (HSA) to control these costs. This MontGuide provides basic information about HSAs.- Spreadsheet that will help you track your health care savings account expenses.
- Spreadsheet that will help you track your health care savings account expenses.
Montana Medical Care Savings Accounts (MSAs) for the 2021 Tax Year. (MT199817HR) (2021) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
A Medical Care Savings Account (MSA) can provide a deduction from Montana state income tax. This MontGuide explains who is eligible, what expenses are allowed, and how to set up an MSA.- Track'n Your Savings Goals. (MT200303HR) (2017) (PDF Version) (HTML Version-ADA Accessible) [Order Online]
It takes a lot of effort to decide on a savings plan and stick with it. This MontGuide shows you how to use an innovative technique to track progress towards achieving your family and personal savings goals. - Track'n Your Savings Goals Savings Register. (EB 164) (2004) Free of Charge [Order Online]
This 36-page 3x6" savings register fits inside a checkbook cover to keep savings goals handy. It includes instructions and examples of how to set and concentrate on achieving one or more savings goals.