Roth conversion opportunities

Thursday - 10/7/2010, 11:59am EDT

!FOR_YOUR_BENEFIT_10-11-2010.mp3

Download mp3

October 11, 2010 -- Hosts Bob Leins and Tammy Flanagan will take a look at Roth conversion opportunities for federal employees.

The conversation will include:

  • An overview of the Roth conversion
  • Step-by-Step discussion in plain language including the forms
  • Benefits to be enjoyed and caution signs to be aware of
  • Mistakes not to make and remedies to those mistakes
  • Voluntary contribution program for CSRS'ers
    • What is it?
    • Why consider it?
    • Potential Roth opportunities

Additional information about Roth conversions and voluntary contributions can be found here. Follow along during the show using this information.

Email your questions in advance to ForYourBenefit@nitpinc.com. Emails will be answered during the show. You can also call the show live from 10-11 a.m. at (202) 465-3080.