Retirement

Planning for retirement is complex and many experts suggest that retirement planning should include topics such as investing and managing assets, tax planning, estate planning, and planning for long-term care.
Extension Educators Teach Retirement Through Distance Education
Sharon A. DeVaney and Janet C. Bechman, Purdue University, developed a distance education web-based course "Planning for a Secure Retirement" to help fill this need. This course can be found at www.ces.purdue.edu/retirement.
Publications
FCS 5258/ FY642 Individual Retirement Accounts and Other Retirement Savings Plans PDF
FE154 Investing for Fun, Family, and Retirement HTML PDF
FCS 5263/ FY442 Using a Financial Calculator to Make Financial Decisions PDF
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 Prof. Mary Harrison for more information on this video.
Media Articles
General Resources
UF/IFAS Sites
UF/IFAS Publications
State & Federal Agencies
- Consumer Action Website--FCIC
- Federal Citizen Information Center (FCIC)
- The Federal Reserve Board Consumer Information
- Federal Trade Commission (FTC)
- Internal Revenue Service (IRS)
- MyMoney.gov--Financial Education and Literacy Commission
- Office of Community Services--U.S. Department of Health and Human Services
- U.S. Securities and Exchange Commission (SEC)


