Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

UnavailableEnd of the Year Financial Wrap-Up
Currently unavailable

End of the Year Financial Wrap-Up

FromFor Your Benefit


Currently unavailable

End of the Year Financial Wrap-Up

FromFor Your Benefit

ratings:
Length:
52 minutes
Released:
Dec 28, 2020
Format:
Podcast episode

Description

December 28, 2020 on ForYourBenefit, host Bob Leins, CPA® and co-host John Elliott, Federal Benefits Specialist, welcome John Jilek, CFP® to talk about end-of-year financial planning.

Perfect vision is 20/20. Does the year 2020 have us seeing our finances through blurry lenses?

Financial Planning in a time of international crisis has become fuzzy to say the least. There are many different tax and penalty waivers available to help individuals that have suffered either physically or financially from COVID-19.

Some decisions are simple, others may have serious long term financial implications to your goals.

What has changed?
What hasn’t changed?
What do we think 2021 holds in store for Federal Employees?
For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
Released:
Dec 28, 2020
Format:
Podcast episode

Titles in the series (28)

Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social Security, financial planning, TSP and estate planning.