Insight By NITP, Inc.

Roundtable: Overlap Between Federal Benefits, Finance and Tax Planning

Insight by NITP, Inc.

September 2, 2019 –  Host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, welcome Joe Sullender, CFP® to discuss areas of overlap between finance planning, tax planning, and Federal benefits.

  • TSP Distributions: Changes to consider when thinking about retirement, investment and savings, estimating tax withholding
  • Social Security:   Pros and cons of claiming at 62 versus delaying to age 67 or 70
  • Insurance: Evaluating long term care, managing the cost of Medicare Part B.  Is there anything that can be done to lower the IRMAA premiums?
  • Survivor Benefits: Election, continuation of health insurance, maintaining life insurance

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