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January 18, 2016 - An Update Discussion on Roth IRAs and the Voluntary Contribution Program
Hosts Bob Leins and Tammy Flanagan present their annual analysis and presentation of the “Back Door Roth IRA” and the “ The transfer of a Voluntary Contribution Account to a Roth IRA”. These subjects will be discussed together with comments on potential tax law changes for 2016 that could impact “Back Door Roth IRAs” and “Stretch IRAs” to non-spouse beneficiaries. Please remember these are potential concerns as to what could change not what has changed.
Click here to download the handout. This replaces the March 23, 2015 show information.
February 23, 2015 - “Tax Savings Now and Throughout the Year”.
Bob Leins and Tom O’Rourke reference the “Dirty Dozen” tax scams.
Click Here to view IRS Dirty Dozen Tax Scams for 2015.
September 9, 2013 - What A Federal Employee Needs to do When Retirement is Within the next 6 months.
Click here for to download the supplementary materials for the show.
May 20, 2013 -
Deposits and Redeposits
Click here to listen.
If interested, the following web links may prove useful to folks who listen to the archived version of the show. These are web links that compliment the information we covered:
Creditable Civilian Service
Service Credit Payments for Civilian Service
Creditable Military Service
Service Credit Payments for Military Service
Planning and Applying for Retirement
CSRS Application to Make Deposit or Redeposit
FERS Application to Make Service Credit Payment