August 7, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes John Jilek, CFP®.
The Basics: Roth IRA vs. Traditional IRA
The Advanced: Roth TSP vs. Pre-Tax TSP
Tax law changes that will affect your decisions
The decision to not have some tax-free Roth money available in retirement could be a significant issue in your spending years
Impact of the SECURE Act and SECURE Act 2.0 on beneficiaries of retirement accounts
For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
Crossing Channels
Bennett Institute for Public Policy & Institute for Advanced Study in Toulouse