53 min listen
Survivor Benefits: Their Importance and How to Ensure They Are in Place for Your Loved Ones
FromFor Your Benefit
Survivor Benefits: Their Importance and How to Ensure They Are in Place for Your Loved Ones
FromFor Your Benefit
ratings:
Length:
52 minutes
Released:
Feb 6, 2023
Format:
Podcast episode
Description
February 6, 2023 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Bob Braunstein, Federal Benefits Specialist. Have you ever considered how much additional income your loved ones might need if you were suddenly gone? Have you planned their survivor benefits? Today’s program will focus on answering these questions:
What types of Federal survivor benefits would go to your loved ones if you pass away?
How can you be sure the benefits you have planned/elected for your survivors will be enough?
If you have not elected benefits or designated specific beneficiaries, will your survivors be eligible for them anyway?
What survivor benefits must be elected?
Can you want to make these elections later or must they be in place before you pass away?
Who ensures your survivors receive benefits?
What is your Federal agency’s responsibility?
OPM’s responsibility?
Should survivor benefits be part of your financial plan?
Are these benefits taxable? Which are and which are not?
For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
What types of Federal survivor benefits would go to your loved ones if you pass away?
How can you be sure the benefits you have planned/elected for your survivors will be enough?
If you have not elected benefits or designated specific beneficiaries, will your survivors be eligible for them anyway?
What survivor benefits must be elected?
Can you want to make these elections later or must they be in place before you pass away?
Who ensures your survivors receive benefits?
What is your Federal agency’s responsibility?
OPM’s responsibility?
Should survivor benefits be part of your financial plan?
Are these benefits taxable? Which are and which are not?
For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
Released:
Feb 6, 2023
Format:
Podcast episode
Titles in the series (28)
Financial Resolutions and How to Keep Them: Want to make the most of the new year? Guest Karen Schaeffer, CFP® will talk about how to keep those New Year’s resolutions about money. Whether it’s paying off debt, buying a house, staying ahead of inflation, or having more confidence... by For Your Benefit