SRS
Budget a bit stressed? Don’t sacrifice nutrition!
One of the food programs available to lower income seniors and disabled people in Santa Clara County is Free...
SRS
SRS: Water District property tax exemption
If you are a lower-income senior, you may qualify to have one of your parcel taxes removed from next...
SRS
SRS: Withholding tax from your SS benefits
Some Villagers have complained they owe taxes on their 2024 return because more of their Social Security was taxable.
Beginning...
SRS
SRS: Important reminders if your property is held in a trust
Since the Los Angeles fires you may have read that some homeowners are having difficulty with their property insurance...
SRS
SRS: REAL ID deadline is May 7, 2025
The DMV is reminding Californians there are just a few days remaining before the U.S. Department of Homeland Security...
SRS
SRS: The Senior’s Secret to Deducting Charity Donations
Many Villagers no longer receive a tax deduction for their charitable donations because they take the standard deduction rather...
SRS
SRS: Reminder—File for parcel tax exemption by May 31
If you wish to file for an exemption from the annual $125 Evergreen School District parcel you must do so by May 31. You...
SRS
SRS Notice: You might receive a new Medicare card
How would you react if you received a new Medicare card in the mail along with a letter telling you to destroy the old...
SRS
SRS: While the family is together, start the new year positively
Riley visits her mother weekly. Recently one of Mom’s swimming buddies passed away, the day after they had met at the grocery store. On...
SRS
SRS: Be aware of jury-related scams
Are you worried about scams? Most of us are. Scammers can seem so realistic with their stories that many people get caught in their...
SRS
SRS: Changes to Medicare Premiums in 2025
In 2025, Medicare recipients will see changes to their Medicare premiums and to the surcharge tiers.
2025 Tiers and Premium Amounts
High income taxpayers pay an...
SRS
SRS: Remember to review your will and estate plan
Recently a Villager was overheard telling his golfing buddies, “I had my family trust done in 2008, so I’m done with worrying about it!”...
SRS
SRS: How Long to Keep Tax Returns and Records?
How long should you keep tax returns and other records? The answer depends on the type of document and the kinds of transactions you...
SRS
SRS: Social Security announces COLA for 2025
The Social Security Administration has announced an annual cost-of-living adjustment (COLA) for 2025 of 2.5 percent. According to the SSA, the 2.5 percent increase...
SRS
SRS: DMV eliminates written knowledge test requirement for most California Driver’s license renewals
In a press release dated September 30, 2024, the California Department of Motor Vehicles (DMV) announced that drivers 70 years old and older in...
SRS
SRS: It’s time to think about Medicare
Medicare Annual Enrollment Period (AEP) runs from October 15 to December 7 each year. This is when you can review your Medicare coverage and...
SRS
SRS: Moving is never easy, but SRS can help
Your good friends really want to move to The Villages, but they claim they just cannot face the thought of all the effort involved...
SRS
SRS: You may be able to postpone your property taxes
In early October you will receive your property tax bill for December 10 and April 10. The State Property Tax Postponement (PTP) Program allows...
SRS
SRS: Should your Mom or Dad still be driving?
If you are concerned about a member of your family, AARP has a free online seminar about how to talk with the driver. Go...
SRS
SRS: A guaranteed home for your spouse or partner
H and W married 15 years ago and moved into H’s condo in The Villages. Both H & W have adult children from prior...
SRS
SRS: Choosing the right trustee for your living trust
A revocable living trust is a means to pass assets to heirs without going through probate court proceedings. If you are the creator of...
SRS
SRS: Who is responsible for transferring your low property tax base?
A Villager (we’ll call her V) sold her Almaden Valley residence and moved to The Villages. She vaguely knew property tax law allowed the...
SRS
SRS: Old beneficiary form = ex gets $1.15 million
A Wall Street Journal article on June 12, 2024, detailed what happened to the estate of a man named Jeffrey. (The estate is now...
SRS
SRS: Do you qualify for a monthly discount on your PG&E bill?
Budget stretched? You may be able to save at least 20 percent on your electric and natural gas bill by using the PG&E CARE...
SRS
‘Dear IRS, where is my refund?’
‘Dear IRS: Where is my refund?’
Recent improvements to “Where’s My Refund?” on IRS.gov now provide you with more information and remains the best way...
SRS
Senior Resource Services: Want to change your Medigap health plan?
By Douglas Campbell, HICAP counselor
This past fall, October 15 through December 7, was the Medicare Annual Enrollment Period (AEP). For Villagers in Traditional Medicare,...