For Your Benefit  By  cover art

For Your Benefit

By: Federal News Network | Hubbard Radio
  • Summary

  • 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 Security, financial planning, TSP and estate planning.
    © Hubbard Radio Washington DC, LLC
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Episodes
  • ForYourBenefit Farewell
    Feb 26 2024
    February 26, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes back our original program guests Tammy Flanagan, NITP Senior Benefits Director, Karen Schaeffer, CFP®, Marc Levine, Esquire, and Tom O’Rourke, Counsel. This is our final episode. We have enjoyed our weekly conversations for the past 18 years. Thank you to our loyal listeners for tuning in as we discussed topics ranging from benefits to finance to estate planning and everything in between. Our guests gather today to share their memories, stories, and closing thoughts. Join us as we reminisce about the years of hosting this radio program. We hope you have learned a great deal over the years and encourage you to visit our website to stay in touch with NITP. For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
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    52 mins
  • Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death
    Feb 12 2024
    February 12, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Marc Levine, Esquire. We will discuss how your assets pass to your loved ones: Through joint ownership of land; Through joint ownership of bank and brokerage accounts; Through government beneficiary forms (including new rules for the TSP); and Through non-government beneficiary forms, and how often they may differ from each other. We will also discuss what we can do when the unexpected and unplanned transfer happens. For questions or comments, email us in advance at ForYourBenefit@nitpinc.com Copyright © 2024 Federal News Network. All rights reserved. This website is not intended for users located within the European Economic Area.
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    53 mins
  • Finance review for the new year
    Feb 5 2024
    February 5, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. The new year is a great time to review: Investment allocations and rebalancing needs Cash flow and budgeting for the new year Retirement contributions, plans and projections Insurance coverage, needs and premium changes For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
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    53 mins

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