For Your Benefit cover logo

Hot Topics in Federal Benefits

52m · For Your Benefit · 18 Dec 17:18

December 18, 2023onForYourBenefit, our host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist.Bob will talk about: The annuity calculation FEGLI 5-year rule Medicare’s different enrollment periods Long term care – What to consider while the Federal plan is suspended For questions or comments, email us in advance [email protected]

The episode Hot Topics in Federal Benefits from the podcast For Your Benefit has a duration of 52:08. It was first published 18 Dec 17:18. The cover art and the content belong to their respective owners.

More episodes from For Your Benefit

ForYourBenefit Farewell

February 26, 2024onForYourBenefit, our host Bob Leins, CPA® welcomes back our original program guests Tammy Flanagan, NITP Senior Benefits Director, Karen Schaeffer, CFP®, Marc Levine, Esquire, and Tom O’Rourke, Counsel. This is our final episode.We have enjoyed our weekly conversations for the past 18 years.Thank you to our loyal listeners for tuning in as we discussed topics ranging from benefits to finance to estate planning and everything in between. Our guests gather today to share their memories, stories, and closing thoughts.Join us as we reminisce about the years of hosting this radio program.We hope you have learned a great deal over the years and encourage you to visit our website to stay in touch with NITP. For questions or comments, email us in advance [email protected]

Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death

February 12, 2024onForYourBenefit, our host Bob Leins, CPA® welcomes Marc Levine, Esquire.We will discuss how your assets pass to your loved ones: Through joint ownership of land; Through joint ownership of bank and brokerage accounts; Through government beneficiary forms (including new rules for the TSP); and Through non-government beneficiary forms, and how often they may differ from each other. We will also discuss what we can do when the unexpected and unplanned transfer happens. For questions or comments, email us in advance [email protected] Copyright ©2024 Federal News Network. All rights reserved. This website is not intended for users located within the European Economic Area.

Finance review for the new year

February 5, 2024 onForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®.The new year is a great time to review: Investment allocations and rebalancing needs Cash flow and budgeting for the new year Retirement contributions, plans and projections Insurance coverage, needs and premium changes For questions or comments, email us in advance [email protected]

Survivor benefits: Their importance and how to ensure they are in place for your loved ones

January 29, 2024onForYourBenefit, 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 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 [email protected]

Federal Benefits Updates for 2024

January 8, 2024onForYourBenefit, our host Bob Leins, CPA® welcomes Herb Casey, Federal Benefits Specialist. Topics include: Income COLA for FERS and CSRS retirees Salary pay raises & new locality rates Social Security Maximum amount of earnings subject to Social Security tax COLA Earning limitations FEHB Insurances Increased premiums 12 fewer plans Medicare Rising premiums for Medicare Expansion of mental health coverage Federal Long-Term Care Insurance Program Increasing premiums Thrift Savings Plan (TSP) Contribution limits Secure2.0 changes For questions or comments, email us in advance [email protected]

Every Podcast » For Your Benefit » Hot Topics in Federal Benefits