How to Order

Saving and Investing Publications can be ordered four different ways:

  1. Download publications FREE of charge by clicking on the title of the publication.
  2. Pick up publications at your local county Extension office FREE of charge.
  3. Order from MSU Extension Distribution Center by clicking Order Online  after the title of publication.  Shipping costs will apply.
  4. Download the Family Financial Publicatons Flyer (Fillable Form) and email it to Keri Hayes at [email protected]; or mail to address provided on brochure.
Download Family Financial Publications Flyer, fillable form (PDF)

 

  • 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 Savings Accounts (MT200704HR) (2021) (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.

  • Revised Montana Medical Care Savings Accounts (MSAs) for the 2022-2023 Tax Years. (MT199817HR) (2022) (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.