For Your Benefit

For Your Benefit

By Federal News Network | Hubbard RadioSociety & CultureNewsGovernment
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For Your Benefit episodes

  • When Can I Retire? Will I Have Enough Money?

    February 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP® to talk about questions to ask yourself before setting a retirement date.

    • Have you saved enough for retirement?
    • What investment changes should you consider?
    • What can derail your retirement plans?

      • For questions or comments, email us in advance at [email protected]

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      53 min
    • 118th Congress
      February 13, 2023 on ForYourBenefit, host Bob Leins, CPA® and co-host Ray Kirk, Ph.D., welcome Josh Huder, Ph.D., to discuss the 118th Congress. Josh is a Senior Fellow at The Government Affairs Institute at Georgetown University, a non-profit organization dedicated to educating Federal employees about Congress and its operation.
      Why did it take 15 ballots to elect the Speaker of the House?
      How do Speaker of the House McCarthy’s concessions impact Congressional decision making?
      How will the 118th Congress differ from the 117th Congress?
      How will Congress raise the Federal debt limit?
      Will Congress pass a budget? Will agencies receive their funding on time?
      For questions or comments, email us in advance at [email protected]
      50 min
    • Survivor Benefits: Their Importance and How to Ensure They Are in Place for Your Loved Ones

      February 6, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Bob Braunstein, Federal Benefits Specialist. Have you ever considered how much additional income your loved ones might need if you were suddenly gone? Have you planned their survivor benefits? Today’s program will focus on answering these questions:

      • What types of Federal survivor benefits would go to your loved ones if you pass away?
      • How can you be sure the benefits you have planned/elected for your survivors will be enough?
      • If you have not elected benefits or designated specific beneficiaries, will your survivors be eligible for them anyway?
      • What survivor benefits must be elected?
      • Can you want to make these elections later or must they be in place before you pass away?
      • Who ensures your survivors receive benefits?
      • What is your Federal agency’s responsibility?
      • OPM’s responsibility?
      • Should survivor benefits be part of your financial plan?
      • Are these benefits taxable? Which are and which are not?

        • For questions or comments, email us in advance at [email protected]

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        53 min
      • Death and Taxes: What to Know for 2023
        January 30, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Marc Levine, Esquire., to talk about death and transfer taxes.
        Basics of estate, inheritance, and gift taxes – Who it affects and who it doesn’t
        Tax Law changes for 2023 and beyond
        What are the changes in estate and gift taxes for 2023?
        What do we know about estate taxes going forward?
        For questions or comments, email us in advance at [email protected]
        54 min
      • On Target: Financial Goals for 2023
        January 23, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Joe Sullender, CFP®. It’s the beginning of a new year. Are you on target to reach your financial goals? Today’s discussion will focus on key concepts including:
        Building an asset allocation plan for your goals
        Understanding risk
        What to focus on when the market is down
        Roth conversions
        TSP contributions & catchup changes
        Managing TSP in retirement
        For questions or comments, email us in advance at [email protected]
        53 min
      • Let’s Talk TSP
        January 16, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®. There is certainly a lot to talk about on the topic of TSP. Karen will discuss the following:
        The new terminology for making investment changes
        The importance of double checking your beneficiary designations
        The Mutual Fund Window
        What’s going on with the I Fund?
        How to make allocation decisions when the market is so volatile
        For questions or comments, email us in advance at [email protected]
        53 min
      • Federal Benefits Updates for 2023
        January 9, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Herb Casey, Federal Benefits Specialist, to provide information on benefit changes for 2023.
        Largest Federal retiree COLA in nearly four decades
        Social Security: COLA, wage base increase, maximum benefit, earnings limitation
        FEHB and expansion of FEHB coverage in 2023
        Medicare changes for 2023
        For questions or comments, email us in advance at [email protected]
        53 min
      • Financial Resolutions and How to Keep Them
        Want to make the most of the new year? Guest Karen Schaeffer, CFP® will talk about how to keep those New Year’s resolutions about money. Whether it’s paying off debt, buying a house, staying ahead of inflation, or having more confidence about your investments, Karen will share the tips financial planners give their clients.
        January is also a great time to make sure your TSP is allocated correctly. We have new contribution limits and a new mutual fund window to consider. Whether you are just getting started or actively spending down, tune in to make sure your TSP decisions align with what’s best for you.
        Learn how to choose between:
        Roth or Traditional
        Core Funds or L Funds
        Rebalance or Set and Forget
        For questions or comments, email us in advance at [email protected]

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        53 min
      • Required Minimum Distributions
        December 19, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Joe Sullender, CFP® to talk about Required Minimum Distributions (RMDs).
        Basics of RMDs
        RMDs from inherited IRAs
        Year-end planning and strategies
        For questions or comments, email us in advance at [email protected]
        52 min
      • WAEPA’s CEO Shares Tips for End-of-Year Planning
        December 12, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes M. Shane Canfield, CEO, WAEPA. As the year comes to a close, it is a time to reflect and to look ahead. Shane will offer thoughts on preparing for the year(s) ahead.
        Current landscape
        Planning for the year ahead
        Preparing for the unexpected
        Thinking about insurance needs
        Post Open Season considerations
        WAEPA Resources
        For questions or comments, email us in advance at [email protected]
        53 min

      About For Your Benefit

      From the publisher's feed

      Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social…