Disclaimer - Websites maintained by the Franchise Tax Board (FTB) may contain links to other websites, including those owned or maintained by other government, private, or not-for-profit entities. Such links are provided for convenience and/or information purposes only. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that website. Once you link to a website not maintained by FTB, you are subject to the terms and conditions of that website, including but not limited to its privacy policy.
Financial Planning
- Debt reduction planner
When will you be debt free? - Do you want to learn how to save, invest, and manage your money better?
Financial education resources from mymoney.gov - Practical money skills for life
Tips and tools to help educators, parents, and students practice better money management for life - Saving for college
Section 529 college savings plans and other ways to save and pay for college - 360 Degrees of Financial Literacy
General information for managing personal finances - Consumer credit counseling
How to choose a credit counseling agency - Credit Counseling Organizations Q&A
Retirement
- Plan your retirement
From the Social Security Administration - Retirement Planning
From TreasuryDirect.gov - Financial Planning and Retirement
From the AARP
Taxes
- California Tax Service Center
Information about income tax, payroll tax, and sales & use tax - Understanding your federal taxes
Information for teachers and students - First days in the life of a tax return
Have you ever wondered exactly what happens to tax returns after they’re dropped off at our door? - Planning & giving
Provides you with ideas, information, and tools to use treasury products for planning and giving - Publication 505 (2/2007), Tax Withholding and Estimated Tax
Information on withholding and estimated tax payments and how to claim them on your return - Publication 554 (2006), Older Americans' Tax Guide
Information to help you determine if you need to file a return and what items to report - Choose a Tax Preparer With Vigilance
Tips on how to select a tax professional - How to Select an Income Tax Return Preparer
You will need the free Adobe Reader to view this file. - How long should I keep my income tax information?
Federal
California - Tax tools and tips
- Tax trails
An interactive session - questions that you can answer by selecting Yes or No - Tax-Aide (AARP)
- Topic 101 - IRS Services
Help for taxpayers in many community locations - Free help completing simple income tax returns for individuals with limited income or who are disabled or over 60 years old.
Federal
California - Contact a Low Income Taxpayer Clinic (LITC) in California
Help with IRS audits, appeals, and collection issues for low income taxpayers.
Kids, Parents, and Teachers
Kids & Students
- NEFE Teen Resource Bureau
Financial facts for teens - Feed the Pig
Hello…I'm Benjamin Bankes. Welcome to my world of money. - Tax Information for Students
From the IRS - Kids.gov (USA.gov)
- Money Camp
Why didn't anyone teach me how to save and invest when I was young?
Parents
- Investor Protection Trust
Provides independent, objective information needed by consumers to make informed investment decisions. - BabyInvestor.com
Money management skills for children and their parents - Practical Money Skills
Parent Resources
Teachers
- Custom Resource List
Looking for a way to customize Understanding Taxes to meet your specific classroom needs? - NEFE Teen Resource Bureau
Special Teachers’ Section - Practical Money Skills at School
- VITA e3
Volunteer Income Tax Assistance program for schools with an emphasis on e-file, education, and volunteer experience
Other Resources
- Consumer Information and Preference Services
Opt out of mailing lists, telemarketing lists, email lists and more… - OptOutPrescreen.com
Prevent Consumer Credit Reporting Companies from providing your credit file information… - Office of Privacy Protection
Promoting and protecting the privacy rights of California consumers - AARP Benefits QuickLINK
Find and apply for low and no-cost programs that can help you stay healthy, cover basic expenses, assist older relatives, and support children in your care - Government Benefits, Grants, and Financial Aid
Official information and services from the U.S. government