Tom O’ Rourke

  • Some relatively good money news to interrupt the gloom

    Over the past five months, there have been some major changes to the tax code that could impact the amount you pay and how effectively you use the money in your Thrift Savings Plan, if at all.

  • COVID-19’s impact on your TSP and taxes

    In addition to upending virtually all aspects of our personal lives — health, safety, socialization — the coronavirus and reaction to it have  forced millions of people to rethink plans for the future.

  • Writing your own obit

    Well-known tax attorney and estate planner Tom O’Rourke tells us what we should be thinking about, sooner rather than later, to make sure we do the smartest thing.

  • Recent Tax Developments

    Insight by NITP, Inc. March 2, 2020 – Host Bob Leins, CPA® welcomes Tom O’Rourke, Esquire, Miles & Stockbridge, PC., to talk about recent changes in the tax law and in particular the Secure Act.…

  • What’s the state of your estate?

    No matter how humble your salary, job, habits and possessions you have an estate.

  • Summer special: Perform your own (financial) autopsy

    Have you had your professional mid-life crisis yet? If not, this might be a good time to get it over with.

  • You’re richer than you think, so think estate plan

    If you own a home, have a spouse, carry life insurance and invest in the Thrift Savings Plan, you probably need an estate plan.

  • Are you sleeping with a millionaire?

    Hardly anybody joins the government planning to become rich but you could be well on the way to millionaire status if you meet a few key characteristics.

  • What’s your planning, investing end game?

    As more companies scale-back or more often eliminate retirement plans for their workers, the government’s benefits package looks better and better to many private sector employees. But all comparisons are relative.

  • Estate planning and more

    Host Mike Causey is joined by estate planner Tom O’Rourke to discuss what you need to do to make sure your estate is in order. Also, Federal Times reporter Steve Losey gives us an update on a couple of bills making their way through Congress. April 27, 2011