Transferring Your Estate PowerPoint  PDF

Retirement Planning

Publications

• Estate Planning
• Funeral Planning
• Income Tax, Social Security, and Medicare
• Individual Retirement Accounts and Other Retirement Savings Plans

Videos

Successful Retirement

Helps you determine how much you will receive from social security and pension plan, how to calculate your expenses in retirement, how to maximize your 401(k), IRA, SEP, and Keogh plans, how to cope with mounting medical costs, how to create an investment strategy, and how to decide where to live and whether you will work. A Kiplinger Guide, 1996.

Your 401 K Plan: Building for Retirement

This five minute video is an excellent introduction to 401k plans. It discusses how easy they are to begin with payroll deduction and how fast they grow, especially with employer contribution and deferral of taxes.

Major Money Decisions

Learn to take charge of your money, manage credit, buy life insurance, invest wisely, buy and insure your home, buy and insure your car, pay for college, enjoy a comfortable retirement, write a will. A Kiplinger Guide, 1999, 38 minutes.

Financial Security in Later Life

A videotape of the December 11, 2003 national teleconference in Finacial Security in Later Life, sponsored by USDA. 2 hours, 25 minutes.

Meg Green's Financial Workout

An excellent video that can be used in segments for basic financial management topics, including budgeting, goal setting, credit, investment, and retirement planning. 59 minutes.

Contact Dr. Josephine Turner for more information on these videos.

Consumer to Consumer: Good Ideas for Tough Times

Discusses topics of bill paying, budgeting, expense reduction, shopping, bartering, saving, and management of credit during a time when income is reduced due to unemployment, divorce, or retirement. 23 minutes.

Contact Erica Rodriguez, Curriculum Secretary for more information.

Newsletters

Retirement Savings Update (Research News You Can Use, Summer 2002)

http://fycs.ifas.ufl.edu/Newsletters/research03.htm#anchor6

Retirement Savings (Research News You Can Use, Winter 2002)

http://fycs.ifas.ufl.edu/Newsletters/research01.htm#anchor5

Extension Educators Teach Retirement Planning Through Distance Education (Research News You Can Use, Spring 2002)

http://fycs.ifas.ufl.edu/Newsletters/research02.htm#anchor7

Research News You Can Use

http://fycs.ifas.ufl.edu/Newsletters/research.htm

Money Management Newsletter Archives

http://fycs.ifas.ufl.edu/Newsletters/mmgmt_archive.htm

Media Articles

To Be Able to Retire, Retirement Planning is a Must

Power Point Presentations

Retirement Planning by Dr. Josephine Turner

Links

Purdue University Cooperative Extension Service: Planning for a Secure Retirement

http://www2.ces.purdue.edu/retirement/

Illinois Cooperative Extension Service: Plan Well, Retire Well

http://www.retirewell.uiuc.edu

Late Savers Guidebook from NEFE

http://www.nefe.org/latesavers/partone.html

Legal Documents

Pubs

Media Articles

Legal Documents

http://fycs.ifas.ufl.edu/Newsletters/CM07.htm

For More Information Contact: