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Thrift Savings Plan - What's New for 2021
The Thrift Savings Plan (TSP) contributions limits for 2021 have been announced. Are you maximizing your Thrift Savings Plan? Attend this webinar to learn about TSP changes in 2021. Brian Kurrus, CFP® will present the following: 2021 Contribution Limits New “Spillover” method for catch-up contributions Matching Contributions Traditional vs. Roth New Lifecycle Funds Lifecycle Fund Allocation Changes In-Service Loan & Withdra...
February 11, 2021
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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Federal Benefits Update: What You Need...
It’s a new year! Join Bob Braunstein, Federal Benefits Specialist, to learn about changes that commence at the beginning of the year, including: Effective Dates of Open Season changes (FEHB, FEDVIP, FSAs) New enrollment cards and when they will be delivered (what to use as proof of coverage until they do). Double checking with providers to ensure they have information on plan/enrollment changes. Likelihood of a Federal Pay Raise and What...
January 14, 2021
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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Traditional vs. Roth Thrift Savings Pla...
Presented By: Brian Kurrus, CFP® About the webinar This webinar will evaluate the differences between Traditional and Roth TSP, including: Tax differences RMD requirements Matching contributions and contribution limits Qualified distributions Roth conversions Estate planning impact Join Brian Kurrus, CFP® as he presents these and other considerations to help you make the most of your Thrift Savings Plan.
December 10, 2020
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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HSA vs. FSA - Which is Better?
About the webinar By now, many Federal employees have heard of the various medical accounts they can use to save money, but have no idea which offers what and saves them the most. This webinar will take a look at the two popular choices: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA), and help determine which one is best for you. Topics to include: What they both have in common Differences between HSAs and FSAs How they are...
November 12, 2020
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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How To Find a Certified Financial Planner
Have you ever wondered about working with a financial planner? Perhaps you want to improve your financial circumstances but don’t know where to start, or just don’t have the time or expertise to do it yourself. Maybe you’re facing a decision with huge financial consequences and want to make sure you’re on the right track. Ever just want a second opinion to reassure yourself? You may benefit from working with a financial...
October 8, 2020
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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Postcards from the Pandemic: What 6 Mon...
About the webinar: Join Marc Levine, Esquire, as he talks about why clients are more actively doing their estate planning now during these pandemic times. The importance of health directives – especially now POAs Documents for children and grandparents Organizing documents
September 10, 2020
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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The Many Facets of Federal Retirement
If you are a Federal employee contemplating retirement, there are many things to be considered. A retirement from Federal service has many facets and angles, much like a precious gem. And just like a gem cutter about to cut a gem, you should approach your retirement with careful consideration! This webinar will explore the areas of Federal retirement and benefits that especially merit your pre-retirement consideration: Retirement benefits ...
August 13, 2020
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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What Everyone Needs to Know About Money...
Training Federal Employees Since 1984 NITP offers training seminars on Federal Benefits, Financial Planning, Thrift Savings Plan Options/Investments for employees at all stages of their Federal careers: Early-Career Employees, Mid-Career Employees, and Pre-Retirement Employees. Too often we hear “wish I knew this sooner” from people hoping to retire. Join Karen Schaeffer, Certified Financial Planner®, as she walks you through t...
July 9, 2020
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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Social Security Claiming Strategies
About the webinar If you have questions about Social Security Claiming Strategies, then this webinar is for you. Join Bob Braunstein, Federal Benefits Specialist, as he answers these frequently asked questions. What is my Social Security Full Retirement Age (FRA)? Is my monthly Social Security benefit reduced if I claim it prior to reaching my FRA? What is the “primary insurance amount”? How can I increase my benefit through ...
June 11, 2020
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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Mortgages: Purchasing or Refinancing -...
Thinking about moving? Owning instead of renting? Wondering if you should refinance or pay off your mortgage? Then it’s time to do your homework. Determining How Much You Can Afford: What kind of down payment do you need? How much of your income can you apply to your mortgage? Types of Mortgages: Fixed, Adjustable, FHA, VA, Jumbo. What’s the difference and which one is right for you? Expenses Beyond Your Mortgage: How to evaluate c...
April 9, 2020
Organizer: National Institute of Transition Planning, Inc.
Location: Webcast
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