Podcasts Government For Your Benefit Current Financial & Tax Questions for Federal Workers

Current Financial & Tax Questions for Federal Workers

Published: Feb. 18, 2019, 6 a.m.

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