IRA’s, ROTH’s and Inherited IRA’s

September 12, 2016

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This week on For Your Benefit, Bob Leins welcomes Karen Schaeffer, Certified Financial Planner®, who specializes in financial planning for Federal government employees, and Megan Schaeffer, Estate Planning Attorney to the studio.

Just about anyone with an earned income can take advantage of an Individual Retirement Account, but have you ever paid attention to the choices and wondered what’s right for you?  Join us to learn:

  • What is earned income?
  • What is the difference between ROTH and Traditional?
  • What type of investments
  • The nuances between Rollovers and Transfers
  • When to Convert and when not to
  • What roles and decisions have to be made regarding Inherited IRAs
  • Strategies for leaving IRA money to charities or trusts
  • Common missteps with IRAs and how to avoid them

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com or call 202-465-3080 this coming Monday.  Program begins at 10:05 ET and questions/comments are accepted.

Topics: Sponsored Content, retirement, For Your Benefit, Bob Leins, NITP, WAEPA, Roth IRA, financial planning, IRA, InheritedIRA, income, investments, financial strategy, fyb

 

 

 

 

 

 

 

 

Sponsored by: 

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For Your Benefit, Mondays, 10 a.m.

Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement. Email your questions or call the show at 202-465-3080. Listen live!

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