Category: Your Money

Are you maximizing your tax-deferring opportunities?

Tax season is here — now is a great time to do a financial check-up to ensure you are taking advantage of the tax-deferring opportunities available to you.

Learn the basics of how and when to claim Social Security

Join Fidelity on Feb. 20 at 12:15 p.m. to learn about Social Security and to understand considerations for claiming and deciding when to take benefits.

Take the stress out of filing your taxes

A recording of our Feb. 7 tax webinar, along with additional resources, is now available to view on the Financial Literacy section of our website.

Explore Valentine’s Day savings 

Whether you’re looking to plan a fun night out or buy the perfect gift, explore these GatorPerks discounts for savings that will sweep you off your feet. 

Explore ways to add to your retirement savings

With tax season upon us, now is a great time to review your savings plans to ensure you’re maximizing your contributions. In addition to the mandatory state retirement plans offered — including the voluntary State of Florida Deferred Compensation Plan, or 457(b) — as a UF employee you may also participate in a voluntary 403(b) plan to supplement your retirement via payroll deductions.

Both the 403(b) and 457(b) plans are voluntary savings plans available to faculty, TEAMS, USPS and OPS employees — including housestaff/residents, graduate assistants, postdocs and adjunct faculty. Read on for a breakdown of each plan.

Learn tips to make tax filing made easy in upcoming webinar

Join UF/IFAS Family Consumer Sciences Agent Halie Corbit for a webinar on Feb. 7 at noon to discover available resources.

Expert insight on mortgage refinancing

UF Warrington College of Business Prida Term Assistant Professor Philip Wang, Ph.D., shared his insights on mortgage refinancing.

It’s tax time — be on the lookout for your W-2 and 1095-C forms

By now you should be able to access your Form W-2 in myUFL or the ONE.UF application, or you should soon be receiving it in the mail if you did not give consent to access it electronically. In addition to filing your W-2, the IRS requires reporting of health insurance coverage information for the 2023 federal income tax reporting year. While it is not necessary to include the Form 1095-C with your tax return, you’ll need to include your insurance information on your tax return.

Final call: Sign up for a discounted CSA membership

By participating in this program, you support a local farm and receive a box of high quality produce each week.

Have you reviewed your 2024 paycheck statements?

While it’s always a good idea to look over your paycheck statement from time to time, it’s especially important at the beginning of the calendar year. By doing so, you can verify your benefits deductions and leave accruals are accurate and up-to-date.

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