For Your Benefit

Current Financial & Tax Questions for Federal Workers

Host Bob Leins, CPA welcomes Karen Schaeffer, CFP for a discussion about: * What did we learn from the partial government shut down? * How can Fed employees prepare for the possibility of another? * How is the new tax law affecting financial planning decisions o Roth versus Traditional contribution decisions o Adjusting w/holdings * What are Qualified Charitable distributions and who should take advantage of them? For questions or comments, email us in advance at

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