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Retiring? To move or not to move?
Is it better to move or stay put after you retire? Hosts Bob Leins and John Elliott discuss this issue with Dr. Michael Creedon a professor of Gerontology.
January 24, 2011
Tags: retirement , Michael Creedon , moving after retirement , pay and benefits , John Elliott , For Your Benefit , NITP
Return of the estate tax?
Hosts Bob Leins and Tammy Flanagan are joined by Marc Levine, Esq. to discuss the new estate and gift tax laws including spousal portability.
January 10, 2011
Tags: estate tax , taxes , pay and benefits , For Your Benefit , Tammy Flanagan , Marc Levine , NITP
New Year, new debt management plan
It's a New Year and a new strategy on debt management. CPA Freddie Cook joins hosts Bob Leins and Tammy Flanagan to give advice about how to get your finances in order.
January 3, 2011
Tags: pay and benefits , For Your Benefit , Tammy Flanagan , Freddie Cook , debt management , financial plan , debt , credit score , Thrift Savings Plan
For Your Benefit celebrates 5th anniversary
Join hosts Bob Leins, Tammy Flanagan, John Elliott, and Ann Vincent for their fifth anniversary show. Special guest Mike Causey will also be there.
December 20, 2010
Tags: For Your Benefit , pay and benefits , Tammy Flanagan , John Elliott , Mike Causey , Ann Vincent
Is a Roth IRA right for you?
Are you considering a Roth IRA? How do you know if it's the right option for you? Bob Leins of the National Institute of Transition Planning joins Mike Causey on this week's Your Turn. John Montague of WAEPA will also join the show to explain why some life insurance plans may be better than FEGLI for some federal workers.
October 20, 2010
Tags: pay and benefits , Roth IRA , special life plan , Voluntary Contributions Program , NITP , For Your Benefit , John Montague , WAEPA , FEGLI
Roth conversion opportunities
This week, For Your Benefit examines Roth conversion opportunities involving traditional IRA's and voluntary contributions.
October 11, 2010
Tags: Roth , For Your Benefit , Tammy Flanagan , pay and benefits
Lifelong Learning and Your Future Care
This week, hosts Bob Leins and John Elliott talk with retirement and career expert Mike Townshend. Tune is as they discuss two separate topics: lifelong learning and future care.
September 13, 2010
Tags: For Your Benefit , John Elliott , living wills , lifelong learning
Taxes: many new questions, many new answers
Hosts Bob Leins and John Elliott welcome back special guest, Tom O'Rourke, Attorney, Principal, Miles & Stockbridge, Rockville MD.
Aug. 30, 2010
Tags: pay and benefits , For Your Benefit , John Elliott , Tom O'Rourke
Estate planning is a woman's issue
Please join hosts Bob Leins and Tammy Flanagan in welcoming Anne Sullivan, Attorney-at-Law, Handler & Levine, Bethesda, Md.
July 19, 2010
Tags: pay and benefits , For Your Benefit , Tammy Flanagan , Anne Sullivan
Mid-career check-up and refocus tips
Once again, join the NITP experts, Bob Leins and Tammy Flanagan for an hour of Benefits, Financial, and TSP information.
June 28, 2010
Tags: pay and benefits , For Your Benefit , Tammy Flanagan , TSP , retirement
