Current Financial & Tax Questions for Federal Workers

Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® for a discussion.

February 14, 2019 11:21 am

< a min read

Insight by NITP, Inc.

February 18, 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