Helpful Outside Resources

Resources for Tax Preparation and Planning

Great resources for tax preparation and planning.

IRS: Free tax preparation by volunteers

IRS: Locate Free Tax Prep

IRS: Earned Income Tax Credit – Do You Qualify?

U.S. Government Connect: Top Eight Tax Credits

Please contact a tax preparation professional for assistance.

What Social Security Can Mean for You? Watch Video

Social Security 101: What's in it for me?

From Social Security Administration (SSA): “Are you a college student or young worker getting started on your career? Curious what that FICA tax is that comes out of your paycheck? Want to know how Social Security can help young people? Are you looking for tips on saving and planning for your financial future?

If you answered “yes” to any of these questions, this video on the SSA site, “Social Security 101: What’s in it for Me?”, is for you. After you watch it, please share it with other college students and young workers in your community!”

Tools You Can Use

SSA.Gov Retirement Planning Tools

Secure Retirement

SECURE RETIREMENT TIMELINE
Coming in 2019 - Access to online participant balance and vesting information
December 2018 - Statements mailed for plan year ending 2/28/18
July 2018 - SEIU 775 successfully bargains for retirement contributions equal to $0.50/qualifying hour
February 2018 - Summary Annual Report mailed for plan year ending 2/28/17
December 2017 - Statements mailed for plan year ending 2/28/17
July 2017 - SEIU 775 successfully bargains for retirement contributions equal to $0.25/qualifying hour
June 2017 - Existing participants mailed a Summary Plan Document
February 2017 - Initial Plan Design Complete and Plan Document Approved
March 2016 - Secure Retirement Plan goes into effect and begins receiving contributions for hours worked since July 1, 2015
July 2015 - SEIU 775 successfully bargains for retirement contributions equal to $0.23/qualifying hour

IMPORTANT NOTE ABOUT QUALIFYING HOURS
Work 300 hours in the 2018-2019 plan year to obtain a qualifying year of service!