For Your Benefit

Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement.

LATEST EPISODE

For Your Benefit

Understanding Social Security: Tips to Help You Maximize Your Benefit Amount

Host Bob Leins, CPA and co-host John Elliott, Federal Benefits Specialist, NITP, welcome Lester Austin, Retired Senior Public Affairs Specialist with the Social Security Administration.
00:53:00 3/17/2019

Past Episodes

Host Bob Leins, CPA welcomes Greg Wagner, CFP.
00:52:54 3/10/2019
Host Bob Leins, CPA welcomes Patti Hudson, Life Coach and Health Educator.
00:52:54 3/3/2019
Host Bob Leins, CPA welcomes Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA), and John Jilek, Certified Financial Planner.
00:52:36 2/24/2019
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 - Roth versus Traditional contribution decisions - Adjusting w/holdings What are Qualified Charitable distributions and who should take advantage of them? For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
00:52:57 2/17/2019
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 ForYourBenefit@nitpinc.com
00:52:57 2/17/2019
Host Bob Leins, CPA welcomes Josh Huder, Ph.D., to the studio to discuss the 116th 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.
00:52:45 2/10/2019
Host Bob Leins, CPA welcomes Anne Sullivan, Esquire, and Lacey Yegen, Esquire of Handler & Levine, LLC. Our discussion will focus on factors that make Estate Planning for women unique. We will also describe the Estate Planning documents that every person needs and explain how planning can change over time based on your relationships and stage in life. * How Estate Planning is Different for Women * Evolution of a Plan - From Start to Finish * Single * Married or Partnered * Married or Partnered with Children and Single with Children * Divorced * Blended Families * Widowed For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
00:52:34 2/3/2019
Host Bob Leins, CPA welcomes Tom O'Rourke, Esquire, Miles & Stockbridge, PC. Projections have been made that the majority of 2018 tax returns will show a lower income tax. Our discussion will focus on how you should benefit from the changes. * Overview of how the New Tax Laws will impact you * Timing itemized deductions versus standard deduction * Where did "Adjustments" go and what were they anyway? * Business Income Deduction for "side" businesses as well as larger businesses * Lower income tax rates for most taxpayers * Child Tax Credit For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
00:52:37 1/27/2019
Host Bob Leins, CPA welcomes Joel Cundick, CFP to kick off the New Year with financial goal setting.
00:52:55 1/21/2019
Host Bob Leins, CPA welcomes Mike Townshend transition and aging authority and founder of Carpe Diem Coaching. Growing up in a multigenerational household himself, Mike shares firsthand experience on the topic.
00:52:45 1/13/2019

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