The differences between estate and retirement planning

Your Turn

The differences between estate and retirement planning

Do you know the difference between retirement planning and estate planning? Washington estate planner Tom O'Rourke will explain it when he joins host Mike Causey on...

Mike Causey@mcauseyWFED

February 29, 2016 7:28 pm

< a min read

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So what, if anything, is the difference between retirement planning and estate planning? Short answer:

A lot!

That’s according to Washington area attorney Tom O’Rourke who joins host Mike Causey today on “Your Turn”.

O’Rourke is a former fed (with the IRS) who specializes in estate law and he knows the CSRS Offset and FERS retirement programs, and how Long Term Care insurance works.

While most feds don’t think of themselves as having “estates”, O’Rourke says that many — especially those in the Washington area — do have substantial estates.

He will discuss the differences and similarities between estate planning and retirement planning, and when you should start doing both.

You can hear the show at 10 a.m. EST, at www.federalnewsradio.com. Or if you prefer real, old-fashioned radio and are in the D.C. area you can listen t 1500 AM. You can also dial 712-432-5393 during the show to listen live from any phone. If you have questions, you can send them to Mike before showtime at: mcausey@federalnewsradio.com. Or you can call in during the show 202-465-3080.

Mike Causey

Mike Causey is senior correspondent for Federal News Network and writes his daily Federal Report column on federal employees’ pay, benefits and retirement.

Follow @mcauseyWFED