There are some common misconceptions about retirement age and tax filing requirements. People sometimes erroneously state that since they are at full retirement age and collecting Social Security, tax return filing is no longer required. The ... READ MORE
Category: , Money Matters, Work & Life
In 1983 changes were made to strengthen the solvency of Social Security. Two notable changes were the gradual raising of the full retirement age for Social Security retirement benefits and the potential for a person’s Social Security to be ... READ MORE
Category: Money Matters, Work & Life
All sessions are 12:00 pm – 1:00 pm EST Cost = Free Target Audience: People 10 or less years from retirement Each webinar is approved by AFCPE® for 1 AFC® CEU Discussion will include 401(k) plans, 403(b) plans, 457 plans, ... READ MORE
Category: Events, Money MattersThe answer to this question depends on the specific details of your situation. If you (or your spouse) currently work for an employer, and you have creditable health insurance that is not a High Deductible Health Plan (HDHP), enrolling in ... READ MORE
Category: , Money Matters
Picture your retirement lifestyle. Where would you like to live? Would you like to travel? Spend more time with family? Just how much you need for retirement will depend on your retirement goals and lifestyle. Estimating the cost of retirement ... READ MORE
Category: , Money Matters
UF/IFAS Extension Hillsborough County provides free one-on-one help with basic personal finance. We have Florida Master Money Mentors that can help you develop a strategy to reach your financial goals. Florida Master Money Mentors can provide ... READ MORE
Category: Money Matters
Live, Interactive, online classes 12:00 p.m. – 1:00 p.m. Cost = Free August 25: Medicare Basics This presentation gives an overview of Medicare and provides useful information for current beneficiaries, individuals who will soon turn ... READ MORE
Category: Events, Money Matters
Will You Be Ready for Retirement? 4-session webinar series University of Florida IFAS Extension is partnering with the Financial Planning Association of Central Florida to provide this series. This webinar series will be especially helpful ... READ MORE
Category: Money Matters
Starting Social Security retirement benefits at the optimal age can mean receiving a substantially greater overall payout. If you have a short life expectancy and no other resources, taking early reduced benefits may be the best option. If ... READ MORE
Category: Money Matters, Work & Life
Knowing the facts about Social Security retirement benefits will help you make decisions that can increase your income and financial stability. The Social Security Administration web site www.ssa.gov provides the following information to help: A ... READ MORE
Category: Money Matters