Current Financial & Tax Questions for Federal Workers

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

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