Insight By NITP, Inc.

It’s a New Year – Are You Financially Fit?

Insight by NITP, Inc.

January 13, 2020 – Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®

Is your financial plan ready for the New Year?   Karen Schaeffer, CFP® will join Bob to discuss what you need to know about:

  • The SECURE Act and what it means for you;
  • Taking advantage of the new and improved TSP now that the TSP Modernization Act is implemented;
  • New TSP and IRA contributions for 2020;
  • Best (and easiest!)  New Year’s Resolutions that financial planners share with their clients.

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com

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